Today’s bond market looks a lot like 2007… Jim Bianco turns bullish on bonds stating “I’m getting a big fat cushion for buying bonds at 5.2%”

Here is what the geniuses were calling for in 2007-08.

Inflation was pushing higher. Same was bond yields. Into late cycle.

Exactly same situation as today!

Bond vigilantes…..?? 😆 pic.twitter.com/q7rvZCtLBn

— Henrik Zeberg (@HenrikZeberg) September 28, 2026

We are in a WORSE situation!

Much much worse! pic.twitter.com/k6pLvsMT60

— Henrik Zeberg (@HenrikZeberg) September 28, 2026

Jim Bianco (@biancoresearch) turns bullish on bonds stating “I’m getting a big fat cushion for buying bonds at 5.2%” pic.twitter.com/wbBqKAAjw0

— Coffee Capital (@Coffee__Capital) September 28, 2026

This is unprecedented…

I mean, truly unprecedented.

In just 150 trading days, the yield on the 10-year U.S. Treasury note has surged from below 4% to over 5.2%.

Most notably, the S&P 500 is sitting just 1.5% away from an all-time high.

We are currently witnessing the onset… pic.twitter.com/ZbBbSeTmJg

— Meet Kevin Clips (@kamzziaya) September 28, 2026

Not 2000. Not 2008. But 1929!

The largest market bubble ever sits on the weakest economy beneath any modern market top. In 2000 the economy was strong. In 2008 there was no technology bubble. Only 1929 had both.

And just like in 1929 and 2000, the Fed is not trying to quell… pic.twitter.com/yB6D4FptVW

— Henrik Zeberg (@HenrikZeberg) September 28, 2026

The chart should be read as the market saying rates are more likely to stay higher for longer or rise further from here. The 2 year yield is pricing where investors think short term rates are headed.

The jump in MOVE shows growing uncertainty over how far the Fed can tighten… https://t.co/NakDbLZslu

— EndGame Macro (@onechancefreedm) September 28, 2026