This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the recent surge in bond yields and wobbles in the stock market. Concerns about inflation are now turning to stagflation, especially in Europe where energy prices are soaring. Cyclical growth stocks are suffering, but can yields really reach levels that undermine the market?
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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group