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.
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.
AI is driving this earnings cycle to extraordinary growth. Is it sustainable?
Commentary & analysis of selected stories on October 1, 2026
Commentary & analysis of selected stories on September 30, 2026
Jim Bianco is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs.
Commentary & analysis of selected stories on September 29, 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.
Commentary & analysis of selected stories on September 28, 2026
Commentary & analysis of selected stories on September 25, 2026
Commentary & analysis of selected stories on September 24, 2026
Commentary & analysis of selected stories on September 23, 2026