Ford's CEO just told CNBC the (https://www.cnbc.com/2026/07/03/ford-achieves-quality-milestone-targets-flawless-new-vehicle-launches.html) that "hurt its earnings and stained its rep." That's the consensus narrative — quality improves, earnings follow. But here's what everyone's missing: you can't quality-manage your way out of a 57K jobs miss that just killed wage-price dynamics.

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