[Long-term unemployment falling](https://www.cnbc.com/2026/08/07/long-term-unemployment-job-market-workers-labor-force.html) is being framed as good news. It's not. The exodus from the labor force is a forensic accounting bomb waiting to detonate in Q3 bank 10-Qs. Here's the accrual story: When workers drop out of the labor force, they stop consuming at normal rates.

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