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US stocks extended gains on Monday as investors weighed resilient earnings expectations against mounting bond-market and political worries. The S&P 500 inched closer to a record high despite the benchmark Treasury yield spiking to the highest in more than two decades. The stock gauge has gained roughly 14% since the beginning of the year. 

On today's episode:

• Ed Harrison, Bloomberg News Senior Strategist
• Laura Nahmias, Bloomberg News Senior Reporter & Seth Fiegerman, Bloomberg News AI Editor
• Sumit Roy, Realty Income Corporation CEO
• Dylan Sloan, Bloomberg News Wealth Reporter