As the Hormuz blockage nears the three-month mark, an inflation tipping point has been reached. Source: bloomberg.com

Lawmakers make costly decisions without understanding the economic impact. Source: illinoispolicy.org

The shift was captured in a survey conducted by the Bank of Japan that measures how market participants view the Japanese government bond market’s functioning. Source: wsj.com

Lyn Alden, Founder and Principal at Lyn Alden Investment Strategy, says AI driven earnings continue lifting tech stocks while higher rates, inflation and affordability pressures deepen the divide in the U.S. economy. Source: cnbc.com

JoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins ‘Squawk Box’ to discuss the latest market trends, state of the economy, rising Treasury yields, state of the AI boom, what to expect from Nvidia’s quarterly earnings results, and more. Source: cnbc.com

Take it from President Donald Trump himself: Stocks and commodities can throw easily ignored tantrums, but when the bond market gets “yippy,” you pay attention. Source: cnn.com