[Single-stock volatility is exploding](https://www.cnbc.com/2026/07/28/volatility-in-single-stocks-is-rising-it-could-soon-threaten-the-sp-500-too.html) while the index sits calm—classic widening dispersion before systematic repricing. That's the real risk, not the headlines everyone's chasing. When individual stock risk hits this level without broad index hedges in place, rotation becomes contagion. The Fed holding rates steady at 4.7% 10Y doesn't solve it—it locks in the duration mismatch.

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