Rising oil prices and elevated bond yields, driven by Middle East tensions, are raising concerns over the sustainability of the U.S. stock market rally. While strong earnings and AI-driven spending support equities, persistent inflation risks and tighter monetary expectations could pressure valuations and increase near-term volatility.

Global bond yields remain near multi-decade highs as inflation worries persist. Stock markets found scattered relief as oil prices pulled back on Friday. U.S. Treasury yields…

Stocks saw a mixed close on Wall Street as oil prices declined after a week of gains. Major indexes experienced losses for the week due to escalating U.S. conflict with Iran.…