Caught another rough day for stocks falling across the board last week. The S&P was down 0.43%, Dow dropped over 1%, and tech got hit too. Banks got absolutely crushed though - American Express, Goldman Sachs, Morgan Stanley all tanking more than 6-7% after that UK lender collapsed. Made people nervous about defaults everywhere. I think the bigger story was how stocks falling also dragged down chip stocks like Nvidia, which dropped 4%. Software companies weren't doing much better either. The whole market seemed worried about two things at once - higher inflation numbers came in hot, so nobody's expecting rate cuts anytime soon. Meanwhile geopolitical stuff with Iran heating up sent oil prices to 7-month highs, which obviously killed airlines. United dropped 8%, Delta and American both down over 6%. But here's the thing - stocks falling early in the day actually recovered a bit when some economic data came in stronger than expected. Chicago PMI jumped way more than anticipated, which gave people some hope. Plus Dell absolutely popped 21% on solid AI server demand and guidance. Bond yields fell to 4-month lows which helped stabilize things. Netflix had a good day too, up 13% after dropping out of the Warner Bros bidding war. Overall it felt like the market couldn't decide if it was worried about inflation or recession, so we just got this messy mix of stocks falling in some sectors while others bounced back. The earnings season basically wrapped up with most companies beating estimates, so at least that's been supportive.