By Rodrigo CamposNEW YORK, May 2 (Reuters) - With U.S. stocks near record highs and Treasury bond yields near multi-month lows, the disconnect between equity and debt investors has rarely been as stark. Over the coming months, the economy is likely to show one of the groups has bet wrong.The S&P 500 .SPX sits less than one percent below an all-time high. After a wintry first quarter, stock investo