Newsclips
The Case for a Pause in Rate Hikes Gathers Steam
October 2, 2026
Commentary & analysis of selected stories on October 2, 2026
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Yields Are Soaring, and I’m Buying
October 1, 2026
After six years of being bearish, Jim Bianco has turned optimistic on the U.S. bond market because 5.5% yields now offer an attractive income cushion against price declines and a compelling risk-reward profile relative to struggling equities.
Media & Communications
The Fed Got It Wrong—and the Bond Market Knows It
October 1, 2026
Jim Bianco explains that bond yields have climbed above 5% because sticky ~3% inflation and persistent nominal growth reflect a new economic reality rather than a crisis.
Focused Research
AI Earnings Sustainability
October 1, 2026
AI is driving this earnings cycle to extraordinary growth. Is it sustainable?
Newsclips
Who Is Borrowing?
October 1, 2026
Commentary & analysis of selected stories on October 1, 2026
Newsclips
Long Bonds…The Contrarian Call?
September 30, 2026
Commentary & analysis of selected stories on September 30, 2026
Media & Communications
Bond Veteran Jim Bianco Turns Bullish for First Time Since 2020
September 29, 2026
Jim Bianco is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs.
Newsclips
The Good & Bad for Bond Returns
September 29, 2026
Commentary & analysis of selected stories on September 29, 2026
Focused Research
Is Too Much Debt the Reason Bond Yields are Heading Higher?
September 28, 2026
Everyone blames Washington's mountain of debt for the rise in yields but what changed is who's borrowing: the government is levering up while the private sector deleverages.
Newsclips
Yields’ Effect on Stocks
September 28, 2026
Commentary & analysis of selected stories on September 28, 2026
Newsclips
Does 5% Cut It?
September 25, 2026
Commentary & analysis of selected stories on September 25, 2026
Newsclips
Yields Continue Marching Higher
September 24, 2026
Commentary & analysis of selected stories on September 24, 2026