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Last week, US equities defied gravity and showed remarkable resilience even as many Treasury bond yields surged 5% and the geopolitical landscape remained structurally uncertain. Please have a look at my latest weekly review for details on this and other divergences, the fluid global economic order, and what to watch in the week ahead (either link): https://t.co/YU0Ru2IqMS https://t.co/UZQUHw7IhM #economy #markets