Stocks are continuing to experience risk off behavior as rising bond yields and high oil prices weigh on sentiment.

The price of silver has continued its pattern of bigger moves following a crash at the end of January.

Stocks are shaky following Friday's sell-off in reaction to rising yields and oil. Treasuries might continue calling the shots in a week dominated by retail earnings and Nvidia.

Our point of view on recent market and economic activity.

Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.

Both the S&P 500 and Nasdaq Composite hit fresh all-time highs this week as money continued to flow into the tech space. However, today's spike in Treasury yields is triggering some profit taking.

Investors might be focused on any trade news coming out of the U.S. meeting with China, as well as any progress addressing the war. April retail sales could reflect rising prices.

After a hot CPI, investors expect more of the same from PPI today. Rate hike odds and yields rose with oil early this week, while Cisco reports later and Trump visits China.

Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.