U.S. bonds are on track to log ten straight six-month periods of underperformance relative to stocks, a record-breaking stretch of underperformance since 2020 that’s rippling through markets and shaking up traditional investor portfolios. The streak spans five years and reflects a regime shift in global markets—one driven by rising interest rates, an overstretched fiscal backdrop, and a tech-driven equity boom. Yet with geopolitical tensions…
US Bonds Trailed S&P 500 For 5 Straight Years — Will Iran Shock Snap The Streak?
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