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The Global Week Ahead: US Growth is Strong—Don’t Blow It!
A shortened week for markets in Canada (Family Day) and the US (Presidents Day, note plural) on Monday will give way to a number of sources of global market risk. There will also be time for fun as we wish everyone a Happy Lunar New Year on Tuesday. Friday brings the earliest possible day for SCOTUS to insert an opinion day for case decisions that may include IEEPA tariffs. Don’t hold your breath though. This piece notes that SCOTUS decisions are increasingly getting crunched toward the end of the court’s calendar in June before breaking. Three regional central banks will weigh in. A wave of key macro reports ... (full story)
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fxJesse
Feb 14, 2026 8:34am
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From srikonomics.substack.com | Feb 14, 2026
The U.S. Bureau of Labor Statistics delivered a message this week that sharply contradicts soft-landing skeptics: The labor market remains resilient. Although several private sources had suggested that the jobs situation was deteriorating, the delayed official figures told a very different story. January payrolls rose by 130,000 — roughly double consensus ...
