Can the stock market sustain rising U.S. Treasury yields?

• Peter Boockvar believes the stock market cannot handle a 5% yield on the 10-year Treasury unscathed, citing global rate increases and persistent inflation.
• Mike Dickson argues that strong earnings and underlying economic activity have largely offset higher yields this year, with the market repricing 'restrictive' policy.
• Key market factors include AI spending impacting productivity, oil prices creating inflation uncertainty, and the bond market's struggle to balance these forces.

The video discusses whether the stock market can sustain rising U.S. Treasury yields, particularly if the 10-year reaches 5%. One analyst expresses concern about global rate increases and persistent inflation impacting equities, while another highlights strong earnings and economic activity as factors offsetting higher borrowing costs, suggesting market resilience.