Rising Bond Yields Are Driving US Stocks Toward Correction Territory: Markets Pulse

US 10-year Treasury yields are approaching 5%; a Bloomberg poll found yields of 5–5.25% could trigger a 10% stock correction.
Middle East tensions and oil above $100 are boosting inflation fears and expectations of Fed hikes — investors say the speed of yield increases matters most.
Strong corporate earnings and heavy AI investment are still supporting stocks, so the market impact hinges on whether profits persist.