We’ve seen the markets take a breather recently and that is hardly surprising considering the year-to-date rally. Stocks charged out the gate in 2023 as if in a hurry to consign 2022’s annus horribilis to the history bins. Observing the sharp and abrupt shift in sentiment, BlackRock's bond chief Rick Rieder has called the surge "extraordinary." However, Rieder, who handles around $2.4 trillion in assets, is not quite ready to get the bull outfit on just yet. Given the widespread compression in p