An inflation-fueled surge in bond yields is knocking stocks down from all-time highs - Business Insider

The article addresses three major macroeconomic and geopolitical risk factors: inflation, tariffs, and war.

The author expresses strong conviction about an impending major recession and a potential summer stock plunge.

Top economic forecasters project the inflation rate to hit 6% in the second quarter, indicating potential negative market impacts.

Inflation risk dampened investor enthusiasm, leading to a tumble in both stock and bond markets.