How the hell is this even possible? • Oil is up +84% YTD • Stocks are sitting at all-time highs • 30Y Treasury yields are back above 5% That combination makes zero sense on the surface. High oil = inflation pressure. High yields = tighter financial conditions. ATH stocks = market pricing perfection. They can’t all be right forever. Either growth is stronger than everyone thinks… or risk assets are ignoring a massive macro warning. One of these markets is lying. #MarketOverloadWeek #CPI+PPIDoubleBeat #TradeStocksOnOKX