“With inflation reaching above 4% recently from rates of 2.6% about a year ago, anxieties regarding longer-term inflation have entered the spotlight. The Fed’s easy-money policies and government stimulus spending had juiced growth and momentum into an epic bull run over the last year. However, these equity factors now face substantial risks from bond market volatility.”
OptionMetrics’ latest blog post, “Inflation, Treasury Volatility, And Growth Stocks At Risk,” is a featured piece for Futures Magazine. Read the full article below.