Saturday Intelligence Briefing — 2.14.26

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The Turnaround

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Rents Should Generate a Downside CPI Core Surprise

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The Weekly Quill — Eliminating Enemies — The U.S. Jobs Narrative Debunked

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Mumbled Incoherence

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Premature to Call the All Clear for NFP

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Don’t Cry Over Spilled Milk

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Investors Should Buckle Up for Nonfarm Payrolls Wednesday

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Where Small is Tall and Grande is Medium

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Doves Have a Compelling Case Headed into the March FOMC

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