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Goldman says these stocks are vulnerable to higher rates, and the market hasn't realized it

Bottles of PepsiCo Inc. brand Pepsi soda for sale at a grocery store in Bagdad, Kentucky, U.S., on Friday, April 9, 2021.
Luke Sharrett | Bloomberg | Getty Images

The rapid rise in the 10-year Treasury yield over the past week has caused turmoil in the stock market, but options traders may be overlooking some key names, according to Goldman Sachs.

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