Boockvar believes an inflation scare is the most likely driver to spark trouble.is below 1%," he said. "If you get a confirmed move above 1% in the 10-year, that would be the perfect catalyst to get a pullback in equity markets that would take out some of this froth and complacency.""Commodity prices have risen.
"In 2021, you get a vaccine and you put Covid in the rearview mirror," Boockvar said. "And, you get this inflation story. They are going to be left very flat-footed."
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