Markets are sending mixed signals right now — bond yields dropped even as inflation ran hot, while equities whipsawed with tech getting hammered and money rotating elsewhere. Oil and geopolitical noise aren't helping either.

This week is packed with data and earnings. We're about to find out if the "resilient economy" narrative actually holds up or if it's just been a convenient story we've been telling ourselves.

Watch what the numbers say, not what the headlines want you to believe.