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A funny thing happened one day last week when I walked into the office. No, this is not the setup for some joke; rather, I'm referring to what I heard regarding movement in the stock and bond markets. Specifically, the narrative was that the decline in U.S. equities resulted from the drop in the U.S. Treasury (UST) 10-Year yield. Because I've been a "bond guy" for quite some time now, the rhetoric was fascinating to me and brought to mind this age-old question: Which came first -