Updated

Signs of the ongoing bond market sell-off are increasingly appearing in corporate earnings reports, as higher borrowing costs and rate volatility begin to weigh on company results. The trend underscores how sustained pressure in fixed-income markets is filtering through to corporate America. With stocks trading near record highs even as bonds continue to sell off, financial advisors are now suggesting the divergence makes this a good time for investors to rebalance portfolios back toward their target risk levels, highlighting how the bond weakness is reshaping asset-allocation advice alongside its effects on earnings.