CY Loke : Do high interest rates also face high risks?

CY Loke : mari invest？

CY Loke : As 10-year Treasury yields topped 4.2%, a major ETF that tracks returns on US Treasury bonds fell 9% over the past month. It is worth noting that the recent increase in yields has been mainly concentrated in the US, but there is no obvious reason.
The report said that most of the changes in US Treasury yields were due to rising real interest rates and had little to do with inflation. As inflation continues to decline, concerns about recession have abated, and the probability of a soft economic landing has increased. Although interest rates in Japan have recently risen due to fine-tuning its ultra-loose monetary policy, this is not the reason for the change in US interest rates. US yields seem to be leading Japan's yield changes.
The report also said that, driven by the generative AI investment boom, technology stocks have surged across the board since the beginning of the year, especially the “Big Seven” US stocks, which may also drive capital outflows from US Treasury bonds. The end of the debt ceiling crisis enabled the US Treasury to issue about $1 trillion in new bonds in the third quarter alone. This will increase America's fiscal burden and is the core reason for the downgrade of the US government's debt rating. If the US economy remains stable and is still a long way from the inflation target, US monetary policy may remain tight for a long period of time. Even if the Fed stops raising interest rates, it may introduce more quantitative austerity policies

CY Loke : A:$Walgreens Boots Alliance (WBA.US)$
B:$AmerisourceBergen (ABC.US)$
C:$McKesson (MCK.US)$
Market capitalization: C> A> B