We've seen the yield on the 10-Year Treasury soar from 2.5% to 3.6% in a short span. What's driving this movement upward, and what does this mean for the economy? And, will the rising yields undermine the Obama administration's economic rescue plan. James Galbraith of the University of Texasm, Jonathan Tisch, Chairman/CEO of Loews Hotels. and CNBC's Steve Liesman discuss.