Saturday Intelligence Briefing — 4.11.26

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You Ain’t Seen Nothin’ Yet

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The Quill Intelligence Team

Logistics Shock Could Twist the Curve

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The Lunch Break War

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Ceasefire Relief, but Caution Persists on Consumer Discretionary

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The Weekly Quill — The Gladiator Gig — The QI Research Labor Market Outlook

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We’re Going Streaking!

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Core Inflation at Risk Via Higher Job Insecurity, Waning Earnings Expectations and Tightening Credit Conditions

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Reelin’ in North America

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BoC Rate Hike Expectations Inconsistent with Canada Business and Consumer Surveys

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