The stock market may be moving toward an "opportunity zone," and strategists see a healthy correction coming that could set the stage for more gains.

Stock-market investors are turning jittery over something which has apparently happened only two times in the bond market since the early 1980s: The 10-year Treasury yield has jumped by about as much as the Federal Reserve has cut interest rates over the same period of time.

Investors are gearing up for December's crucial consumer price index to determine the direction of Fed policy.

Most U.S. stocks are rising on Tuesday following an encouraging update on inflation, but drops for Eli Lilly and some other influential companies are keeping indexes in check. The S&P 500 was 0.1% higher in morning trading,