He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish
MarketWatch· Jules Rimmer· Sep 30, 2026 · 9:32 AM
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.
This is a summary. Read the complete story at MarketWatch below.
Read full article at MarketWatchRelated Stories
marketsabout 7 hours ago
Elon Musk opens the door for a big SpaceX acquisition
The rocket and satellite-internet company is looking to challenge telecom giants.
MarketWatch
marketsabout 7 hours ago
Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse.
AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won’t get any better with Democrats in control of Congress.
MarketWatch
marketsabout 8 hours ago
Micron’s stock is dirt cheap — and that’s igniting a fierce online debate
Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up.
MarketWatch