(https://www.cnbc.com/2026/07/03/jpmorgan-names-high-dividend-stock-among-its-top-july-ideas.html) for July—and everyone's reading it as 'yields are attractive.' But that's backwards. When mega-institutions rotate INTO high-yield, low-volatility names in the middle of a rate cycle, they're hedging something. They're not chasing carry. They're repositioning ahead of a duration repricing that hurts growth and cyclicals.

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