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This past week brought market counter-currents: bond yields fell despite hotter inflation data, while equities saw sharp volatility and dispersion as tech sold off and rotation accelerated. Meanwhile, broader geo-economic pressures, from oil prices to geo-economic tensions, remained in play. As we enter a dense week of economic data and corporate earnings, the theme of economic resilience faces an important empirical test. For details, please use one of the following links for my weekly note on the global economy and markets: https://t.co/Ak7dVy7Lnn https://t.co/eKnKFvHluE