Business

Strategist Sees Value in Treasury Bonds

Updated 2026-09-30 09:40 UTC 1 source Positive

A financial strategist is now bullish on U.S. Treasury bonds, citing realistic yields of 5% and 6%. This shift reflects a change in market sentiment after years of low-interest-rate policies.

Coverage timeline — 1 article

MarketWatch

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.

2026-09-30 09:32 UTC