30-year Treasury yield analysis

30-year Treasury yields at 5.23% represent a ceiling for the current cycle; yields will decline by at least 40 basis points within 120 days as economic growth concerns mount

When 30-year Treasury yields remain at or above 5.20%, bond ETF inflows (measured by BND and AGG) will exceed equity ETF inflows by 2x within 90 days, indicating institutional capital shift from stocks to bonds

30-year Treasury yields above 5.20% will trigger a rotation from equity growth stocks to fixed income, causing the Nasdaq-100 (QQQ) to underperform the S&P 500 (SPY) by at least 3% within 60 days