He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish

本地摘要

宏观新闻：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 no... 相关标的：SPY, QQQ。

期权观察

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

研究提示

这条新闻用于帮助快速定位可能值得进一步查看的标的、行业和波动率变化。进入期权链或扫描器前，仍应核对财报日期、流动性、买卖价差、隐含波动率和最大亏损。