Notwithstanding the partial recoveries today, the past month or so has seen a sell-off in both Treasuries and equities in which “rate sensitive” stock market sectors have underperformed. So long as concerns about demand-driven inflation remain at the forefront of investors’ minds, those trends could persist.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to gain:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services