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This is the time when ‘accidents’ like Enron have happened — this JPMorgan quant says yields have peaked and prefers bonds over stocks

This is the time when ‘accidents’ like Enron have happened — this JPMorgan quant says yields have peaked and prefers bonds over stocks

In financial markets, the tide is going out when central banks are raising interest rates and growth is slowing. That is to say, right now.