Explain me why $XLF despite reflation is ready to break lower same as $KRE and $JPM looks like ready to be XIVed.

Same why we see reflation like in 2015 while US10Y is tagged to 0.65% and can't even raise with SPX, like in 2015. 

How long 3 companies will do heavy lifting... https://t.co/U9zTcvYOrS