Several Wall Street analysts, including Morgan Stanley's Mike Wilson and RBC Capital Markets' Lori Calvasina, published notes illustrating stock market risks related to rising Treasury yields and the U.S. dollar. Yahoo Finance Live breaks down the Wall Street commentary and what it may mean for investor sentiment.

For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.

This post was written by Luke Carberry Mogan.

Video Transcript

BRAD SMITH: We could be set for a manic Monday with the 10-year Treasury yield still flirting with 5% levels.

It surpassed that level for the first time since 2007 on Thursday of last week.

According to Mizuho's Peter Chatwell, that's a psychological level as much as anything.

Even so, elevated yields don't tend to be great news for growth stocks.

And with tech earnings hitting this week, there's lots to digest.

Some of our top markets voices see headwinds for stocks into year end but highlight different issues on the landscape.

- An RBC's Lori Calvasina saying that perhaps the biggest problem the US equity market faces is the recent surge in bond yields.

And over at Morgan Stanley, Mike Wilson saying that the profit forecasts are too high, meaning that the odds of a year-end rally in US stocks are fading.

And JP Morgan focusing on the greenback, a strategist there led by Mislav Matejka.

Expect the dollar to remain strong within the next three to six months.

So breaking all this down, what exactly this means for investors, and this is great.

The reason why we're highlighting these three reports is because it really points out the issues that investors have right now with the market when it comes to the yields that we've seen the massive rise the 10 year right around 5% briefly right above 5% earlier today although it's pulling back just a bit.

And then you have earnings results so far, which investors have been pretty tough critic of even if you're beating expectations, not necessarily enough for the market this day and age.

And then also the strong dollar, what that means for multinational companies.

Clearly, a headwind.

We heard that from a number of consumer staples stocks that reported last week exactly how that's going to potentially complicate the landscape for those companies within the next several months.

And then what all this means for investors at this point.

Most of that focus being on the massive run-up that we've seen in yields.

BRAD SMITH: Yeah, as much as there's been different themes that have played out over the course of the earnings seasons this year, this calendar year, whether it's AI or whether that's even the restructuring that took place earlier on and some of the battles up against activist campaigns or even more recently now resiliency in the previous earnings season.