(https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b?mod=mw_rss_topstories) and (https://www.cnbc.com/2026/07/03/jpmorgan-names-high-dividend-stock-among-its-top-july-ideas.html) — everyone's reading this as 'recession insurance.' But the real story is messier: duration risk just went from whisper to scream, and mega-cap tech'

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