U.S. stocks finished the week up around 3% (which was in line with markets globally). 10-year Treasury yields finished 7 bps higher, while the 2-year Treasury gyrated from 3.75% to 3.6% and all the way back to 3.83% to finish the week. Much of the move is because we had some clarity on topics discussed in last weekend’s Deep Breaths, and Dealpalooza prior to that. Before we update where we stand, we just wanted to highlight this month’s Around the World, where Academy’s Geopolitical Intelligence Group focuses on Israel/Hamas, U.S. and Iran, Ukraine and Russia, tensions with China, and fighting ... Policies, Dealz, and Vibes