Markets are in a "tug of war" between strong earnings and steepening inflation woes, says Charles Schwab's Alexandra Semenova. She sees the U.S. consumer lifting the greater economy and weighs how long that trends can continue. Rachel Dashiell offers a look into the S&P 500 (SPX) and highlights key trends she believes back Alexandra's analysis. She turns to copper's strong correlation with the 10-year Treasury yields.