Time to focus on the big picture ahead of the opening bell. Francis Ganon, co-chief investment officer at Royce Investment Partners is with me. We have so much to discuss.I mean, I first of all, we did get in our first inflation print. Tomorrow we'll get the CPI. Um, your thoughts on the big picture here when it comes to inflation and the economy.Well, you know, I think the economy's been much more resilient than people give it credit for. Um I think one of the themes we heard from companies in the second q ...