The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners

The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners

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The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners episodes

  • How TIPS Break-Evens Signal Sticky Inflation

    The bond market has a built-in inflation forecast called the TIPS break-even rate. In this episode, Lucas and Luna unpack how the five-year break-even rate has climbed to 2.6 percent even as nominal yields dip, what that spread is telling us about the Fed's next move, and why the gap between five-year and ten-year break-evens is the real story. They walk through the mechanics of Treasury Inflation-Protected Securities, explain why break-evens aren't perfect predictions, and connect the data to the Fed's cautious stance in June 2026. If you've ever wondered whether bond traders are pricing in higher inflation or just hedging against uncertainty, this episode gives you the framework to read the signals yourself.

    #TIPS #BreakEvenRate #Inflation #TreasuryYields #Fed #RealYield #NominalYield #FiveYearBreakEven #TenYearBreakEven #InflationExpectations #BondMarket #FOMC #June2026 #StickyInflation #CreditSpreads #Economics #FexingoBusiness #BusinessPodcast

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    9 min
  • How the Fed's Rate Hike Pledge Changed Bond Yields

    Minneapolis Fed President Neel Kashkari just said he expects a rate hike this year. Lucas and Luna dive into what that statement means for the bond market as of late June 2026. With the 10-year yield at 4.37 percent and the 2-year at 4.09 percent, the yield curve is flattening again. They unpack Kashkari's hawkish stance, compare it to other FOMC members, and look at how bond markets are pricing in a potential quarter-point move. Plus, they connect the dots to inflation data and the Fed's dual mandate. If you've been wondering why yields aren't falling despite a soft landing narrative, this episode gives you the specific mechanics behind the move. No fluff, just the numbers and the logic.

    #BondMarket #FedRateHike #NeelKashkari #10YearYield #2YearYield #YieldCurve #FlatteningCurve #MonetaryPolicy #Economics #FOMC #InterestRates #FixedIncome #BondPodcast #FexingoBusiness #BusinessPodcast #Inflation #SoftLanding #RateHike2026

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    8 min
  • How TIPS Are Beating Nominal Bonds in a Sticky Inflation Environment

    Episode 76 of The Bond Market Podcast explores a quiet divergence: TIPS (Treasury Inflation-Protected Securities) are outperforming nominal Treasuries in June 2026. Lucas and Luna break down why the TIPS ETF (TIP) is up 0.7% over the past five days while nominal bonds lag, and what this signals about inflation expectations. They examine the breakeven inflation rate, how sticky CPI readings are driving flows, and whether this is a tactical shift or a structural regime change. Specific data from June 24-26, 2026 anchors the discussion, including the 10-year yield at 4.41% and the TIP price at $109.70. A must-listen for fixed-income investors watching the real yield narrative.

    #TIPS #TreasuryInflationProtectedSecurities #Inflation #RealYields #BondMarket #TLT #IEF #FixedIncome #CPI #FederalReserve #BreakevenInflation #PortfolioStrategy #June2026 #FexingoBusiness #BusinessPodcast #Economics #LucasAndLuna #TheBondMarketPodcast

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    8 min
  • How Bond ETF Flows Are Reshaping Yields in June 2026

    In this episode of The Bond Market Podcast with Fexingo, Lucas and Luna dig into the surge in bond ETF flows this June — and what it means for Treasury yields and credit markets. With the 10-year yield at 4.39%, down from recent highs, and bond ETFs like TLT and LQD seeing strong inflows, the hosts examine whether this is a 'hunt for yield' or a deeper signal about rate expectations. They discuss how ETF demand can move yields alongside macro data, and why high-yield bonds might be the outlier in the current rally. A focused look at a key trend driving fixed-income markets right now.

    #BondETF #TreasuryYields #FixedIncome #TLT #LQD #HYG #BondMarket #Economics #FederalReserve #YieldCurve #PortfolioManagement #ETF #CreditMarkets #Investing #June2026 #FexingoBusiness #BusinessPodcast #MarketStructure

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    9 min
  • Why Bond ETF Flows Are Surging in June 2026

    Episode 74 of The Bond Market Podcast digs into the record-breaking surge in bond ETF inflows this June. Lucas and Luna break down the $12 billion that poured into fixed-income ETFs in the first three weeks of the month, using live data from June 25, 2026. They explain what's driving the hunt for yield: the 10-year Treasury at 4.50 percent, the 30-year near 4.94, and the Fed funds rate stuck at 3.63. They also explore why investors are favoring intermediate-term funds like IEF over long-duration TLT, and what the flattening 2s10s spread says about market expectations. No jargon, no fluff—just a clear look at where the money is moving and why.

    #BondETF #ETFInflows #TreasuryYields #10YearYield #30YearYield #FedFundsRate #YieldCurve #2s10sSpread #TLT #IEF #SHY #BND #AGG #LQD #HYG #FixedIncome #Economics #FexingoBusiness

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    9 min
  • How the Fed Stress Test Reshaped Bond Yields This Week

    This week the Federal Reserve released its annual stress test results, revealing that U.S. banks can absorb $708 billion in losses. Lucas and Luna break down why that number matters for bond markets — especially as the 10-year yield sits at 4.50 percent and the 2-year yield dropped to 4.16 percent. They explain how the stress test changed the outlook for bank capital requirements, why JPMorgan just announced a $50 billion buyback, and what that means for Treasury yields. Plus, a look at the 10-year minus 2-year spread, now at 30 basis points, and what it signals about the economy. And Luna asks whether the stress test really captures the risks of a fast-changing financial system. If you've been wondering why bank stocks rallied while bond yields dipped, this episode explains the connection.

    #FedStressTest #BondYields #Treasuries #Banking #JPMorgan #Buyback #CapitalRequirements #10YearYield #2YearYield #YieldCurve #Economics #FexingoBusiness #BusinessPodcast #BondMarket #Fed #BankCapital #FinancialSystem #RiskManagement

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    9 min
  • How Muni Bonds Are Breaking the Fed's Grip on Yields

    Episode 72 of The Bond Market Podcast explores a surprising force in fixed income: municipal bonds. With the 10-year Treasury at 4.51% and the Fed funds rate stuck at 3.63%, muni yields have diverged sharply, offering tax-adjusted returns that rival corporates. Lucas and Luna break down why state and local debt is suddenly the hottest corner of the bond market, using the recent $2 billion California water bond deal as a case study. They examine the 'muni puzzle'—why yields are rising even as Treasury yields fall—and what it signals about investor demand for safety and tax efficiency. If you've ever wondered whether munis belong in your portfolio, this episode gives you one concrete takeaway: the after-tax yield on a 5-year AAA muni now beats the equivalent Treasury by 30 basis points. No jargon, just the mechanics.

    #BondMarket #MunicipalBonds #TreasuryYields #FedPolicy #FixedIncome #TaxExempt #CaliforniaWaterBond #YieldCurve #MuniPuzzle #Economics #Finance #Investing #PortfolioStrategy #AAA #TaxEfficiency #FexingoBusiness #BusinessPodcast #LucasAndLuna

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    9 min
  • Why the Three-Month Yield Is Stuck Above 3-8

    Lucas and Luna examine why the 3-month Treasury yield has stayed elevated near 3.85 percent despite the Fed holding its policy rate at 3.63. They break down the mechanics of the repo market, money market fund flows, and the role of the Reverse Repo Facility in keeping short-term rates above the Fed's target. Using the latest data from June 2026, they explain why the 3-month yield acts as a stealth liquidity signal and what it means for bond investors. A must-listen for anyone tracking yield curve dynamics and Fed policy transmission.

    #TreasuryYields #ThreeMonthYield #MoneyMarkets #FedPolicy #LiquidityCrisis #RepoMarket #ReverseRepo #ShortTermRates #YieldCurve #BondMarket #FixedIncome #Economics #Finance #MonetaryPolicy #FexingoBusiness #BusinessPodcast #TheBondMarketPodcast #LucasAndLuna

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    10 min
  • How the 10-Year Yield Stays Above 4.5 Percent

    The 10-year Treasury yield is holding above 4.5 percent in late June 2026, even as the Fed funds rate sits at 3.63 and the yield curve remains inverted by 27 basis points. Lucas and Luna drill into the specific forces keeping long-term yields elevated: term premium, fiscal deficit concerns, and foreign demand dynamics. They break down the 10-year yield's two components — expectations for short-term rates and the term premium — and explain why the term premium is finally turning positive after years of being negative. The episode also touches on what this means for mortgage rates, corporate borrowing costs, and the bond market's message about growth and inflation. No broad surveys — just one concrete framework for understanding a stubbornly high 10-year yield.

    #10YearYield #TreasuryYields #TermPremium #BondMarket #FedPolicy #YieldCurve #Inversion #FiscalDeficit #ForeignDemand #MortgageRates #CorporateBonds #InterestRates #FixedIncome #Economics #Finance #FexingoBusiness #BusinessPodcast #Podcast

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    15 min
  • Greenspan at 100 His Bond Market Legacy in One Chart

    Alan Greenspan died this week at age 100. Lucas and Luna use his career as a lens to understand today's inverted yield curve and the Fed's current communication style. They trace the 10-year yield from 1981's 15.8% peak through the Greenspan era's 'conundrum' to today's 4.46%, and ask whether the former chairman's playbook of data-dependency and deliberate ambiguity still works for Kevin Warsh. Specific numbers: the 10-year yield at 4.46%, the 2s10s spread at 27 basis points, and the 30-year yield at 4.90% as of June 18. No biography — just the bond-market mechanics Greenspan shaped.

    #AlanGreenspan #YieldCurve #FederalReserve #BondMarket #10YearYield #InvertedCurve #KevinWarsh #FOMC #Treasuries #InterestRates #MonetaryPolicy #GreenspanLegacy #Economics #FexingoBusiness #BusinessPodcast #BondMarketPodcast #Podcast #Finance

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    10 min

About The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners

From the publisher's feed

Lucas and Luna cut through the noise of the fixed-income market every day on The Bond Market Podcast with Fexingo. This is not a show about predicting the next Fed cut or chasing yield — it is a methodical, data-grounded conversation about the mechanics of Treasuries, corporate bonds, and the yield curve. Lucas, a former bond trader turned journalist, brings the institutional perspective: what the belly of the curve is telling us, why duration risk matters now, and how repo market stress reveals hidden leverage. Luna, a macro strategist with a talent for making the arcane accessible, asks the questions that turn a Bloomberg screen into a story. Together they walk through real price action — steepeners, bull flatteners, credit spreads — without jargon for jargon's sake. Each episode is built around a single theme: the liquidity profile of an ETF, the tax implications of munis, the math behind a corporate debt restructuring. The listener comes away not with a tip but with a framework. By the time the closing bell rings, you will understand why a two-year note moved three basis points — and why that matters more than most headlines. Can you read a yield curve? After this show, you won't just read it — you'll know what it's saying.