Why — Rising long-term yields pressure equity valuations, especially growth/tech stocks. Higher yields increase borrowing costs, potentially slowing economic activity.

Why — Weak housing starts signal softening economy and potential job losses in construction, complicating the Fed's balancing act between inflation and recession.

Why — Inflation expectations above 3% suggest the Fed may need to keep rates higher for longer. The drop in R&D spending expectations could be negative for productivity and growth.

Why — Rapid debt accumulation fuels concerns about fiscal sustainability, which could keep upward pressure on long-term yields and crowd out private investment, a structural headwind.