YARDENI SAYS BULL MARKET SAFE DESPITE BOND SELLOFF Yardeni Research says rising U.S. Treasury yields are not threatening the bull market, arguing the move reflects economic strength rather than systemic risk. The 30-year yield has climbed to 5.19% and the 10-year to 4.69%, driven by stronger data and hotter inflation prints. Yardeni describes the backdrop as a “resilient economy with a short-term inflation problem,” not stagflation. The firm maintains its S&P 500 target of 8,250 and sees the selloff as a potential buying opportunity, though it would turn cautious if the 10-year yield breaks above 5%.(*Walter Bloomberg)