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The relationship between interest rates in infrastructure stocks

(CLF/20+CAT/233+XLE/51+FCX/39)/US10Y  
tradingbear  
(CLF/20+CAT/233+XLE/51+FCX/39)/US10Y  
Trend Analysis
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trendanalysis
A little perspective here, the infrastructure buildout seems to be feeling interest rate increases. Here is an index chart built around four stocks CLF, CAT, XLE, and FCX, with the basket divided by the 10 year yield. The August 2020 peak is evident. Updated now.
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