Saturday Intelligence Briefing — 2.21.26

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Welcome to Echo Park

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Restocking Narrative Raises the Risk of Underperformance at the Long End of the Treasury Curve

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The Weekly Quill — Credit Event-uality

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Introducing the Core Capex Straight

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Leading Chemicals in the Crosshairs

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Don’t Quit Your Day Job

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Empire Doubles Down on the Inventory Restocking Narrative

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Fed Rate Cut Probability Not Mastering Lift

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Disinflationary Discretionary Travel and Used Vehicles Remove Core Inflation’s Threat

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