(https://www.marketwatch.com/story/traders-in-the-worlds-most-important-financial-market-are-bracing-for-a-wild-stretch-ahead-4a1507dc?mod=mw_rss_topstories) in yields while $MSFT posts strong earnings execution and tech keeps winning on topline beats. The problem: equity bulls are celebrating earnings strength in a world where the bond market is already pricing in rate *persistence*, not cuts.

Research these companies