News · FX & macro · MarketWatch · Wed, Sep 30, 2026 10:00 AM
He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yi
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Investors have become accustomed to returns distorted by artificially low interest rates.
OpenBook market desk: 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.
Why this matters for multi-asset traders
The headline theme is "He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish". We reframe the story for readers tracking equities, FX majors and crypto liquidity - without copying the original wording.
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