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Article Market Watch

He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish

Market Watch September 30, 2026 · 9:32 am Read Original
Strong Bullish 93.2
−100 Bearish 0 +100 Bullish
He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish

Investors have become accustomed to returns distorted by artificially low interest rates. 5% on bonds and 6% on stocks are more realistic and Bianco finds value in U.S. Treasury notes now.

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Article Info
Source Market Watch
Published Sep 30, 2026 · 9:32 am
Article ID c5jhdt5
Original URL Open source
Sentiment Signal
Strong Bullish 93.2
−100Neutral+100
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