A strong dollar is cutting through price pressures and big tech earnings, says Ben Emons. He discusses how the slowdown in tech spending is not coming through inflation just yet. He also talks about how there is a decoupling between treasury yields and tech that's picking up momentum. He then notes how selectively adding AAPL, MSFT, and GOOGL to a still conservative portfolio mix of energy, materials, EM and T-bills. He also goes over some takeaways from today's inflation data. Tune in to find out more about the stock market today.