> At some point if/when this course of action becomes untenable due to recession/unemployment/too high interest rates given amount of debt in economy, and Fed r

> At some point if/when this course of action becomes untenable due to recession/unemployment/too high interest rates given amount of debt in economy, and Fed reverses course (which they did much earlier last tightening cycle in 2018 when markets tanked), those two assets should rise again. Right now unemployment is under 4%. The Fed has a lot of leeway to raise rates before what they are doing affects employment, and I'm not sure at all that they will allow unemployment to get too high, if they can help it.