Analyst Jim Bianco Has Recommended Buying U.S. Treasuries
Market veteran Jim Bianco pivoted to a bullish outlook as benchmark Treasury yields hit two-decade highs.
Updated on Sept. 28, 2026 in Stock Markets
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Market analyst Jim Bianco has officially recommended buying U.S. Treasuries, marking his first bullish stance on the asset class in six years. The shift follows a significant surge that pushed benchmark Treasury yields to their highest levels in two decades.
Why it matters
Bianco believes the recent spike in yields has created a rare value entry point for investors. This call represents a major strategic shift for the head of Chicago-based Bianco Research after a long period of avoiding the market.
Benchmark Treasury yields have reached their highest levels in two decades, a surge that analyst Jim Bianco identifies as a unique buying opportunity. This recommendation breaks a six-year period during which the firm held a neutral or bearish outlook.
The players
Jim Bianco
He is the president and founder of Chicago-based Bianco Research and a well-known market analyst.
Bianco Research
This Chicago-based firm provides specialized market analysis and research for institutional investors.
The details
Jim Bianco, the president of Bianco Research, signaled the change in market strategy on September 28, 2026. He views current interest rate environments as a fundamental turning point that justifies a return to the Treasury bond market for the first time since 2020.
Timeline
September 28, 2026: The date Jim Bianco announced his bullish market stance.
2020: The last year Jim Bianco held a bullish outlook on the Treasury market.
Market Dynamics
This pivot reflects a structural response to the evolving interest rate environment that has defined the post-2020 economic recovery. The move follows the broader trajectory of market volatility that has kept many analysts sidelined throughout the recent cycle.
Individual investors may need to reassess their bond portfolio allocations in light of this potential shift in yield trends. The recommendation serves as a signal for those seeking to capitalize on current interest rates before they fluctuate further.
The takeaway
Investors should consider how rising yield environments impact their long-term fixed income strategy. It is essential to weigh professional analyst recommendations against your own personal risk tolerance and financial goals.
Further reading
For more analysis on current market trends and bond performance, visit the Stock Markets section.
Source note: This article includes information reported by Bloomberg Business.
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