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…

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…