Biggest US Job Revision Since 2009: Fed Cut vs. 911K Jobs Battle

Historic US Job Revision Today Wipes 911K Roles: Will Rate Cut or Not?

Imagine being told the United States economy added jobs month after month—only to discover later that it was all overstated. That’s exactly what just happened. 

According to The Wu Blockchain latest X post, the US Job Revision today has now exposed a huge mistake: over the past year, the government counted 911,000 roles that never existed.

Now, the Federal Reserve faces a massive test: should it save positions or keep fighting inflation? For investors tracking US job market news, this is the moment that could decide the future of policy.

The 911K Jobs Vanish: U.S. Market in Shock Now

The US Labor Department revealed that between March 2024 and March 2025, posts reports were inflated by an average of 76,000 every month.

Take June 2025 as an example:

• First reported: 147,000 positions gained

• Revised: 160,000 positions lost

This Job revision data correction is historic. For workers, businesses, and policymakers, the picture of a “strong US labor market news” is now broken in pieces. It’s the clearest sign yet that America’s largest job revision history is underway.

How the Numbers Went Wrong Month After Month

The most painful part of the US Job Revision is that the biggest cuts came from industries linked to daily life:

• Leisure & Hospitality: -176,000 positions

• Trade, Transportation & Utilities: -226,000 positions

These are consumer-driven sectors. If restaurants, retail, and logistics are losing jobs, ordinary Americans are feeling the slowdown first. Now, non-farm payroll annual revisions show just how dangerous that reporting mistake was.

Watch the Largest Job Revision in History: 2009 America Effect

The current Non-farm payrolls update is the largest in U.S. history, even bigger than the 2009 financial crisis. Back then, the Labor Department revised down 902,000 posts. Today’s figure? -911,000 jobs.

Source: The Kobeissi Letter Official X Account

That means the 2025 labor market looks weaker than the aftermath of the Great Recession. 

What Will the Fed Do Now: Save Jobs or Fight Inflation?

The Federal Reserve has a dual mandate:

1. Control inflation.

2. Keep unemployment low.

Since 2021, the Federal reserve has been focused mainly on inflation. But with this shocking US Job Revision, the central bank is being forced to pivot.

Inflation is still hot—Core CPI is above 3%—but posts are disappearing faster than expected. In just 8 days, the Fed is expected to announce a 25 basis point rate cut. But this won’t be an ordinary move—it will be historic.

Why? Because it’s the first time in more than 30 years that rates are being cut while: Inflation is above 3%.

The pressure is clear: if they do nothing, unemployment could spiral. If it cuts rates too quickly, inflation could rise even more. This is why markets are debating: will the Fed cut rates or not?

Meanwhile, politics is heating up too. President Trump has said the Federal Reserve is “broken and needs to be fixed”, adding another layer of pressure. 

Conclusion: America’s Biggest Test Since 2009

The US Job Revision of 911,000 has exposed a painful truth: the payroll market is much weaker than anyone thought. This is not just a statistical update—it’s a wake-up call.

The Fed now walks a knife’s edge: cut rates to protect jobs, or hold steady to fight inflation. Either way, the risk of a US economy recession is real. 

For America, this is the toughest balancing act since 2009. And one question now hangs over Wall Street and Main Street alike: can the Fed save jobs without breaking the economy further?