Kevin Nicholson breaks down the federal reserve outlook and explains why rising inflation is putting upward pressure on interest rates and Treasury yields. He warns that if global conflict continues to expand, the 10-year treasury yield could climb to 5%. Kevin also explains why the recent surge in yields is being driven by inflation concerns and says "If the war continues to drag on that will continue to put downward pressure on stocks.Kevin Nicholson breaks down the federal reserve outlook and explains why rising inflation is putting upward pressure on interest rates and Treasury yields. He warns that if global conflict continues to expand, the 10-year treasury yield could climb to 5%. Kevin also explains why the recent surge in yields is being driven by inflation concerns and says "If the war continues to drag on that will continue to put downward pressure on stocks.