Synchronized markets

So we have synchronized movements between long-term treasury yields (5, 10 and 30 years) and cyclicals (airlines, oil companies, carmakers, cruise lines, etc.) regardless of the fundamentals. If these yields are expected to continue increasing in response to a higher rate of inflation, a continuation of the trend in cyclicals would also be expected.
The peak of June 8 of last year was the clearest proof of this interrelation between markets. Oil prices could continue to rise, I would not be surprised if it reaches $ 100 a barrel.