Stocks mixed, with Japanese and emerging markets stocks chalking up gains, while European stocks lost ground. US stocks were mixed. Yields were higher at the belly and long end of the UST curve, with inflationary expectations remaining elevated. Gold and oil were higher, the Yen and Bitcoin weaker.

US stocks were stopped in their tracks by higher yields on Thurs (poor 30y UST auction), but resumed their upward trajectory the next day.