Steve Weiss and Jim Lebenthal Debate Stock Market Strategy Amid Rising Yields and Oil Prices

As the 10-year Treasury yield hits 5.27% and Brent crude trades above $105 per barrel, CNBC’s Investment Committee members are divided on portfolio strategy. Steve Weiss of Short Hills Capital Partners is increasing cash holdings, citing the potential for yields to reach 6% and the inflationary pressure of high oil prices. Conversely, Jim Lebenthal of Cerity Partners remains fully invested, arguing that current market valuations are attractive enough to support further growth.