It appears 10 yr yields have peaked which should be great for equities. Interestingly when you flip the S&P 500 you pretty much get the yield curve. We have seen clear inverse correlation. Oil and Nat gas also looked like they topped so I suspect peak inflation has been reached for a while and the fed may begin to pivot and either hike much less (25 bps), stop hiking, or lower the rates as rates follow bond yield. This will make for excellent tailwinds in asset markets.