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

September 30, 2026 · 9:32 am 1 sources

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Coverage

Coverage

• He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish
  MarketWatch · September 30, 2026 09:32
  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.