Wall Street's ‘Fear Gauge’ Defies Growth Panic Flashed in Bonds

  • Biggest surge in rates volatility since 2016 fails to move VIX
  • Treasury-curve shifts portend greater equity swings: BAML
Traders work in the Cboe Volatility Index pit on the floor of the Cboe Global Markets, Inc. exchange in Chicago.Photographer: Daniel Acker/Bloomberg
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Just how long can the eerie calm in stocks defy the panic buying in bonds?

As a key pocket of the U.S. yield curve inverts and benchmark bunds sit in negative territory, a measure of interest-rate volatility staged its biggest two-day surge since 2016 this week -- while the Cboe Volatility Index for the S&P 500 remains effectively unchanged for the month.