He’s been badmouthing Treasury bonds since 2020, but ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish
Sep 30, 2026
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.
https://www.marketwatch.com/story/hes-been-badmouthing-treasury-bonds-since-2020-but-now-the-big-fat-cushion-of-5-25-yields-is-turning-this-strategist-bullish-376fafba?mod=mw_rss_topstories
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