Stocks fell on Monday after posting their best performance in a month last week. The S&P 500 erased gains amid quarterly portfolio rebalancing by institutional investors, with traders assessing whether inflation is cresting and recession can be averted. Treasuries slipped, pushing the rate on the US 10-year note to 3.2%. Yields have retreated from June highs on growth worries, but whether that marks the end of the Treasury bear market is a live debate. The dollar fluctuated.