The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

In this episode of The Bond Investing Podcast, Lucas and Luna explore why 'bullet bonds'—bonds that pay interest over time and return principal at maturity—are making a comeback in a market where the 30-year Treasury yield has climbed to 5.21 percent. They unpack the appeal of bullet structures for both issuers and investors, especially as pension funds seek predictable cash flows and corporations lock in long-term funding. The hosts discuss how a steep yield curve (10-year at 4.68, 30-year at 5.21) favors bullet issuance over callable bonds, and how retail investors can access this strategy through individual bonds or ETFs. They also touch on the role of bullet bonds in liability-driven investing, and why the shorter end of the curve, with 2-year yields at 4.23, remains a haven for those wary of duration risk. With a nod to the current market environment of August 2026, this episode offers a clear framework for understanding a niche fixed-income instrument that's gaining traction.

#BulletBonds #BondInvesting #TreasuryYields #FixedIncome #PensionFunds #YieldCurve #LiabilityDrivenInvesting #CorporateBonds #DurationRisk #ETFs #30YearTreasury #10YearTreasury #Finance #Investing #WealthManagement #FexingoBusiness #BusinessPodcast #BondMarket

Keep every episode free: buymeacoffee.com/fexingo

In this episode of The Bond Investing Podcast, Lucas and Luna dig into the recent push of 30-year Treasury yields above 5 percent—a level not seen in years. They explore how pension funds, with their long-duration liabilities, are responding to this new regime. With the 30-year at 5.21 percent and the 10-year at 4.68 percent, the conversation covers the math of liability-driven investing, the return of the term premium, and why some pensions are shifting from equities to bonds. They also touch on the 3-month Treasury at 3.82 percent and what that means for the curve. If you're a fixed-income investor wondering whether this is the moment to lock in long-term yields, this episode offers a clear framework. Plus, a brief look at how the bond market's plumbing is handling the volatility. Tune in for a focused, numbers-driven discussion on what the 30-year's move means for the biggest institutional players in the market.

#PensionFunds #TreasuryYields #BondMarket #FixedIncome #LongDuration #TermPremium #LiabilityDrivenInvesting #30YearTreasury #YieldCurve #InstitutionalInvesting #BondStrategy #Finance #Economics #FexingoBusiness #BusinessPodcast #Investing #Treasuries #PensionFinance

Keep every episode free: buymeacoffee.com/fexingo

The 30-year Treasury yield has surged to 5.21 percent, its highest in years, and pension funds are responding by shifting billions into long-duration bonds to lock in yields and improve funded status. Lucas and Luna explore how liability-driven investing (LDI) is reshaping demand for long Treasuries and corporate bonds, why the steep yield curve makes this strategy attractive, and what it means for individual investors. They discuss the mechanics of duration matching, the risk of convexity, and the recent increase in pension buyout activity. This episode draws on current data—including the 10-year yield at 4.66 percent and the 2-10 spread at 45 basis points—to explain one of the biggest structural shifts in fixed-income markets right now.

#PensionFunds #30YearTreasury #LiabilityDrivenInvesting #BondMarket #YieldCurve #Duration #FixedIncome #TreasuryBonds #CorporateBonds #PensionBuyouts #Convexity #FundedStatus #Finance #Investing #FexingoBusiness #BusinessPodcast #BondInvesting #SteepYieldCurve

Keep every episode free: buymeacoffee.com/fexingo

The 10-year Treasury yield dropped 4 basis points this week to 4.61% as the Fed's cautious meeting minutes and escalating US-China trade tensions drive a flight to quality. Lucas and Luna break down why long-term yields are falling even as the yield curve steepens, what the spike in the 10-2 spread from 35 to 45 basis points means for investors, and how corporate bonds are pricing in geopolitical risk. Plus, why inflation expectations are staying stubborn despite the safe-haven bid, and what bond strategists are watching next.

#Treasuries #YieldCurve #FedMeeting #TradeWar #China #FlightToQuality #10YearYield #BondInvesting #FixedIncome #GeopoliticalRisk #PortfolioStrategy #CorporateBonds #Inflation #BondMarket #FexingoBusiness #BusinessPodcast #Finance #Macro

Keep every episode free: buymeacoffee.com/fexingo

The 3-month Treasury yield is currently 3.90 percent, a full 25 basis points above the Federal Reserve's interest on reserves rate of 3.65 percent. That gap is a red flag for money market functioning and Fed policy credibility. In this episode, Lucas and Luna break down the mechanics of administered rates, why the spread has blown out, and what it signals about the bond market's expectations for Kevin Warsh's Fed. They tie it to the recent Fed statement, Jeffrey Gundlach's warning, and the 2-year yield also pressing above the fed funds rate. Whether it's a technical glitch, a hawkish bet, or a reserve scarcity, this spread is worth watching for anyone in short-dated fixed income.

#3MonthYield #IOER #FederalReserve #KevinWarsh #Gundlach #TreasuryBills #MoneyMarkets #FedPolicy #InterestOnReserves #BondMarket #YieldSpread #Finance #FixedIncome #FexingoBusiness #BusinessPodcast #Investing #Economy #ShortTermRates

Keep every episode free: buymeacoffee.com/fexingo

This episode examines the growing role of artificial intelligence in corporate bond trading. With startups and brokers deploying AI agents to trade around the clock, the traditionally opaque and illiquid bond market is seeing narrower spreads, faster execution, and new risks. Lucas and Luna discuss how algorithms are increasingly providing two-sided quotes for investment-grade and high-yield bonds, referencing current ETF prices (LQD at 106.83, HYG at 79.42) and the 10-year yield at 4.65%. They weigh the benefits of improved liquidity against potential flash crashes and regulatory concerns, and explore what this means for fixed-income investors in the current yield environment. The episode includes a brief mention of how listener support via buy me a coffee dot com slash fexingo keeps the podcast ad-free.

#AI #CorporateBonds #BondMarket #Liquidity #AlgorithmicTrading #Fintech #Investing #FixedIncome #HighYield #InvestmentGrade #MarketStructure #Trading #ArtificialIntelligence #LQD #HYG #Treasuries #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

The 2-year Treasury yield is holding at 4.31 percent, nearly 70 basis points above the Fed funds rate of 3.63. That gap has persisted for months, and it's not just about rate-cut expectations. Lucas and Luna unpack the term premium hiding in the short end, what it means for bond investors, and whether the 2-year yield is signaling something the Fed isn't saying yet. Using current data from July 28, 2026, they explore the disconnect between the front end and the central bank's benchmark.

#Finance #BondInvesting #TreasuryYields #FedFundsRate #TwoYearYield #TermPremium #FixedIncome #YieldCurve #MonetaryPolicy #RiskPremium #Fed #MoneyMarkets #BondStrategy #EconomicIndicators #FexingoBusiness #BusinessPodcast #Investing #Macro

Keep every episode free: buymeacoffee.com/fexingo

The 10-year Treasury yield sits at 4.64% and the 30-year at 5.12%, but the story goes beyond Fed policy. Lucas and Luna explain the resurgence of the term premium—the extra compensation investors demand for holding long-term bonds. Using New York Fed model estimates and current yield curve data from July 2026, they break down why term premium turned positive after years of being negative, how fiscal deficits and quantitative tightening are driving it, and what it means for pension funds, insurance companies, and active bond investors. A must-listen for anyone trying to understand why long yields are staying elevated even as short rates hold below 4%.

#TermPremium #TreasuryYields #BondInvesting #YieldCurve #FederalReserve #QuantitativeTightening #FiscalDeficit #DurationRisk #NewYorkFed #10YearYield #30YearYield #FixedIncome #InflationRisk #BondStrategy #Investing #Finance #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

The 3-month Treasury yield has climbed to 3.96 percent, now sitting more than 30 basis points above the Federal Reserve's interest on reserve balances (IOER) at 3.65 percent. This unusual spread last appeared in 2019 and signals tightness in money markets, with implications for cash management and bond positioning. In this episode, Lucas and Luna break down why this gap matters, how it affects money market funds and repo rates, and what fixed-income investors should watch next. They also explore the broader yield curve context: the 2-year at 4.33, the 10-year at 4.69, and the 10-2 spread at 34 basis points. Whether you're parked in T-bills or considering longer-duration bonds, this episode offers a clear, data-driven take on a critical market signal.

#TreasuryYields #IOER #MoneyMarkets #BondInvesting #FederalReserve #3MonthYield #YieldCurve #ShortTermRates #RepoMarket #CashManagement #FixedIncome #Finance #Business #FexingoBusiness #BusinessPodcast #BondPodcast #TBill #RateStrategy

Keep every episode free: buymeacoffee.com/fexingo

In late July 2026, crude oil has surged more than 12 percent since the start of the month, sending inflation expectations higher and reshaping the Treasury market. Lucas and Luna break down how the 10-year yield climbed to 4.71 percent, the 2-year to 4.37 percent, and the 30-year above 5.16 percent—while the Fed funds rate sits at 3.63 percent. They explore why the market is now pricing in a potential rate hike, what the steepening yield curve (10Y-2Y at 36 basis points) tells us, and how the 3-month Treasury yield at 3.95 percent is signaling a different story. Plus, a look at whether the 30-year yield near 5.2 percent marks a ceiling or a floor. This episode is a must-listen for bond investors trying to navigate the crosscurrents of energy shocks, Fed policy, and the steepest yield curve in two years.

#OilPrices #TreasuryYields #FederalReserve #RateHike #YieldCurve #10YearYield #30YearYield #2YearYield #3MonthTreasury #InflationExpectations #BondMarket #FixedIncome #MonetaryPolicy #EnergyShock #Commodities #Finance #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo