One of the most striking illustrations we've seen so far of the recent rally in stocks and risky assets comes courtesy of Deutsche Bank rates strategists Francis Yared and Dominic Konstam. Lately, stocks have staged a big upward move as perceptions of tail risks in the market have diminished and investors have turned bullish on economic growth prospects. This has Wall Street buzzing about the "Great Rotation," a big shift out of bonds and into stocks that is becoming widely expected sometime in 2013. But bond yields still haven't really gone anywhere, and a lot of bond market participants ... Read More