Thinking in Markets

S1E8 — When Revisions Change the Story


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A market headline can feel clear in the moment, then look different a few weeks later. In this episode, Michelle and Vox use the March 2026 BLS productivity revision to explain why second reads matter, why manufacturing details can change the tone, and why the Fed often reacts to the story behind the number, not just the number itself.

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Thinking in MarketsBy Vox