Why bond yields are rising and what stock investors should do about that

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Cars drive past the Federal Reserve building on September 17, 2024 in Washington, DC.
Anna Moneymaker | Getty Images News | Getty Images

Bond traders are at it again, pushing Treasury yields higher and signaling the Federal Reserve was too heavy-handed when it cut interest rates by a half-percentage point last month. The recently rising yields have put pressure on the stock market — and specifically, names in our portfolio tied to housing.

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