Inflation Shock, Rising Yields and Mixed Earnings Drive a Cross‑Market Reckoning

$POET — A surprise CPI jump to 3.8% and a move toward 5% on benchmark Treasuries set a risk‑off tone that pressured ETFs and futures, even as pockets of bullishness emerged in banks, AI infrastructure and select consumer names. Key debates range from the sustainability of Pfizer’s 6.7% yield to the mechanics behind a potential POET short squeeze.