Bond Rout Over? Stocks Soar as Fed Rate Cut Looms

Is the bond rout over? Bank of America strategist Michael Hartnett thinks so, barring inflation spikes or economic slowdowns. Expect Treasury yields to hover around four percent, not surge to six. Despite bond market drama, stocks are strong, with the S&P 500 hitting new highs amid bets on Fed rate cuts. Falling yields could boost overlooked sectors like small caps and REITs. The key? Watch economic data and policy signals, but breathe easier—stability might be returning. Hosted on Acast. See acast.com/privacy for more information.