One is the AI trade and the other is the inflation trade, two sectors that usually move in opposite directions, so how are technology and energy both leading the market in 2026? In this video, we answer that question by following the one force tying them together: interest rates. The 10-year yield is breaking out of a three-year range and heading toward a ceiling we haven’t tested since 2007, and the old value vs. growth relationship that worked from 2020 to 2023 has broken down. We’ll look at what the charts say this means for the months ahead, and I’ll preview the adjustments I’m making in client portfolios before the next rebalance.