Over the past couple of days, one trend in the US stock market is that some funds have started flowing into value stocks, healthcare, financials, and utilities. On one hand, it’s defensive, and on the other hand, it ties back to last Friday’s discussion here: https://(x.com)/qinbafrank/status/2108458080510132423?s=46&t=k6rimWsEbo2D2tXolYcM-A about 'watching for the possibility of a peak in US Treasury yields.' If yields peak and pull back, these sectors that have been suppressed for over a month could start to emerge. Last night, the Nasdaq and S&P fell, while the Dow saw a slight increase—this aligns with that logic. It also matches Bank of America’s report, which is starting to bet on assets tied to peak yields.