When will equity markets hit a breaking point? The S&P 500's performance and rising 10-year treasury yields are painting a picture that could force serious policy reconsiderations. Market stress at certain levels has historically shifted decision-making across sectors—especially when economic pressure mounts. Watch how capital markets respond as these key indicators move. If yields spike too high or equity weakness intensifies, we might see significant shifts in policy priorities. It's a reminder that financial conditions ultimately shape the broader strategic choices made at the highest levels.