Michael Kantro: Markets shift from growth focus to concern over interest rates and inflation

Michael Kantro: Markets shift from growth focus to concern over interest rates and inflation
Markets move toward rate, inflation focus

Michael Kantro examines the significant transformation currently underway in markets.

He highlights the move away from a growth-driven approach toward one increasingly influenced by interest rates and anxiety about inflation.

Kantro recently discussed the persistence of the 10-year treasury yield during an appearance on Fox One with Charles Payne. He has also indicated that investors may want to consider beaten-down sectors such as XRT, XHB, and XBI, which may now offer value opportunities. These observations add context to his latest focus on shifting market drivers.

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