US stocks gain as oil falls and bond yields spike

U.S. stock gains reflect investor positioning amid competing signals: falling energy costs reduce input expenses for businesses, but rising Treasury yields (highest since 2007–2008) increase borrowing costs across all sectors. Consumer inflation expectations rising to 4.6% signal Fed policy stance may remain restrictive, affecting capital-intensive tech companies and growth-dependent valuations. Weekly gains end a three-week losing streak for major indexes, indicating potential stabilization or renewed demand, but sustained elevated yields could pressure markets if not offset by corporate earnings or energy deflation.