Now what The Financial Select Sector ETF (NYSEMKT: XLF) was up Tuesday as well, indicating a sector-wide rally. So what The forces moving Wells Fargo higher are the same ones that are causing most growth stocks to plunge -- fears over inflation and the expectation that interest rates will rise. The 10-year Treasury yield was sharply higher on Tuesday at 1.672%, up by more than 4 basis points from where it sat on Monday to its highest level since October.