The Weekend Update for Feb 13, 2026
The Jobs Report That Broke the Bond Market's Trust
This week delivered a masterclass in reading between the economic headlines:
✅ Official jobs report: +130K (looked strong)
✅ Bond market response: Rallied hard the next day (didn't believe it)
✅ The real story: 444,000 private sector jobs disappeared in revisions
✅ Friday's inflation data: Better than expected, rates dropped to 2-month lows
What's really happening:
- BLS revised jobs DOWN in 11 of 12 months last year (unprecedented)
- Existing home sales dropped 8.4% - but inventory is rising (opportunity)
- CPI cooling as shelter inflation finally normalizes
- 30-year mortgage rates now approaching 6%
Watch the complete video above for the full breakdown of what these conflicting signals mean for your spring market clients, plus this week's featured tools, including California's Dreams for All down payment assistance program.
Strategy beats rate, always.
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