(https://www.cnbc.com/2026/08/14/treasury-yields-us-iran-economic-sanctions.html) while (https://www.marketwatch.com/story/batten-down-the-hatches-and-allocate-defensively-because-global-liquidity-has-peaked-argues-veteran-strategist-b68673b0?mod=mw_rss_topstories), and here's what the equity bulls are missing: JPM and C still have bloated held-to-maturity bond portfolios marked at old yields.

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