Commentary
2025: The U.S. Stands Alone
January 6, 2026
Every developed-world bond market saw higher long-term yields, with one exception: the U.S. 10-year yield.
Commentary
Once the bond market reached the 5% milestone, we argued bonds now reflect the current state of the economy.
Commentary
2025 Mid-Year Update
July 7, 2025
In our mid-year update, we review the performance of the Bianco Research Total Return Index
Commentary
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
September 30, 2024
A quarterly review of index performance, positioning, and market perspective from Jim Bianco.
Commentary
What to Expect When You’re Expecting
September 5, 2024
A review of index performance, positioning, and market perspective from Jim Bianco.