Bond Sell-Off Could Be Huge for Stocks

Despite the recent highs in the market, investor enthusiasm for stocks has been lousy for years, but that could all be changing now. Jefferies reports that, since the 2009 lows in the market, net cumulative inflows into equities was only $97 billion, and over the past two years the market actually saw net outflows from stocks. Compare that with the $1.5 trillion that went into bonds and bond funds since 2009, investments that are now starting to look dicey as rates steadily march higher.