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Things couldn't get much better if you're a bond investor. U.S. government and corporate debt markets have bested analysts' expectations so far this year, thanks largely to safe-haven demand as the global economy cools. Bonds have also outperformed equities this year, no small feat given the scope of the stock market rally since January. But as experienced investors know, every trend eventually evokes its own reversal. And with the way things are shaping up, investors can expect to see stocks gradually overtake and begin outperforming bonds in the coming weeks and months.