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 the Two-Year Yield Is Reshaping Bond Strategy

    In this episode, Lucas and Luna explore the recent rise in the 2-year Treasury yield to 4.08 percent and what it means for fixed-income investors. They discuss how a steepening yield curve and a jump in short-term yields are pulling cash out of money markets into longer Treasuries. Specific data points include the 10Y-2Y spread narrowing to 0.43 and the 3-month yield edging up to 3.68. The hosts also examine the 'cash is trash' pivot and what corporate bond spreads say about risk appetite. A practical look at how retail and institutional investors are repositioning in May 2026.

    #TwoYearYield #TreasuryYields #BondMarket #YieldCurve #FixedIncome #MoneyMarkets #FedPolicy #CashIsTrash #CorporateBonds #10Y2YSpread #InvestmentStrategy #May2026 #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #BondInvesting #InterestRates

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    8 min
  • Why Bond Investors Are Chasing Yield in Risky Markets

    In this episode of The Bond Market Podcast, Lucas and Luna explore a growing trend: as Treasury yields hover near multi-year highs, investors are increasingly moving into riskier assets to capture extra yield. With the 10-year Treasury at 4.56% and the 30-year at 5.06%, the classic 'risk-free' return looks attractive, but some are pushing into high-yield corporate bonds and even equities. The hosts discuss whether this 'yield grab' makes sense in the current environment, using the recent APEC trade tensions and the Federal Reserve's steady policy rate as context. They also examine the flattening yield curve—the 10Y-2Y spread has narrowed to 43 basis points—and what that signals about economic expectations. This episode offers a clear, data-driven look at why bond investors are recalibrating their strategies and what risks they face. If you've ever wondered whether higher Treasury yields mean you should stay put or venture further out, this conversation gives you the framework to decide.

    #YieldCurve #Treasuries #BondMarket #FixedIncome #Investing #Economics #FedPolicy #HighYieldBonds #CorporateBonds #RiskManagement #APEC #TradeTensions #InterestRates #PortfolioStrategy #FexingoBusiness #BusinessPodcast #Finance #BondInvesting

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    11 min
  • Why Corporate Bonds Are Beating Treasuries Right Now

    On this episode of The Bond Market Podcast with Fexingo, Lucas and Luna dig into one of the most striking fixed-income stories of May 2026: investment-grade corporate bonds are outperforming Treasuries by a wide margin. With the ten-year yield hovering around 4.56 percent and the thirty-year above five percent, why are investors piling into debt from companies like Apple and Microsoft? Lucas explains the mechanics of 'spread compression' — the narrowing gap between corporate and government yields — and why it signals confidence in corporate balance sheets but also raises questions about compensation for risk. They reference real data: the iShares iBoxx Investment Grade Corporate Bond ETF (LQD) is up 0.7 percent over five days, while the long-duration TLT has gained 1.3 percent but with higher volatility. The hosts also explore how foreign demand for U.S. corporate debt, a muted default cycle, and a stable Fed policy rate are conspiring to squeeze yields lower. If you're a bond investor wondering whether the extra yield in corporates is worth it, this episode gives you the framework to decide.

    #CorporateBonds #InvestmentGrade #BondMarket #SpreadCompression #Treasuries #FixedIncome #YieldCurve #LQD #TLT #Apple #Microsoft #FedPolicy #PortfolioStrategy #RiskPremium #BondPodcast #FexingoBusiness #BusinessPodcast #Economics

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    12 min
  • How the 3-Month Yield Reveals the Fed Floor

    The Fed is holding rates steady, so why is the 3-month Treasury yield falling? Lucas and Luna dig into the plumbing at the short end of the curve—IORB, reverse repo balances, and what a dropping 3-month yield tells you about liquidity in the banking system. They use the latest live data from May 20–22, 2026 to show how the shortest government yields reveal the real stance of monetary policy, beyond the Fed funds rate. No jargon without explanation. One concrete signal you don't need a terminal to follow.

    #TreasuryYields #ShortEndCurve #FedPolicy #ThreeMonthYield #IORB #ReverseRepo #Liquidity #BondMarket #FixedIncome #MoneyMarkets #FederalReserve #YieldCurve #Finance #Economics #Investing #FexingoBusiness #BusinessPodcast #BondMarketPodcast

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    7 min
  • Why TIPS Bonds Are Beating Nominal Treasuries Right Now

    The five-year breakeven inflation rate has climbed to 2.8 percent, but TIPS are actually down 0.2 percent over the past week. Lucas and Luna explain why that contradiction exists, what it signals about the bond market's real inflation expectations versus the nominal yield action, and why the TIPS-versus-nominal trade might be the most instructive fixed-income signal for the rest of 2026. They walk through the mechanics of inflation-protected securities, the role of liquidity premiums, and how to read the inflation breakeven rate like a bond trader. Essential listening for anyone who owns bonds or is considering them.

    #TIPS #TreasuryInflationProtectedSecurities #BreakevenInflationRate #RealYield #NominalYield #BondMarket #FixedIncome #Inflation #FederalReserve #PortfolioStrategy #Economics #Finance #FexingoBusiness #BusinessPodcast #BondMarketPodcast #YieldCurve #LiquidityPremium #Investing

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    8 min
  • What the 30-Year Bond Yield Tells You About Inflation Risk

    In episode 3 of The Bond Market Podcast with Fexingo, Lucas and Luna drill into the 30-year Treasury yield, which just hit 5.18 percent. They explain why the long bond is a sensitive inflation barometer, how it signals market conviction about policy, and what the flattening curve — 10Y-2Y spread at 53 basis points — means for fixed-income investors. Grounded in live data from May 21, 2026, this episode helps beginners understand why the yield curve's long end matters more than the headlines suggest.

    #30YearTreasury #LongBond #YieldCurve #Inflation #FixedIncome #BondMarket #Treasuries #FedPolicy #TermPremium #InterestRates #Economics #Finance #Investing #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #BondBasics

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    7 min
  • Why the 10Y-2Y Yield Curve Spread Matters Now

    In Episode 2 of The Bond Market Podcast, hosts Lucas and Luna unpack the yield curve inversion that's been un-inverting. With the 10-year Treasury at 4.67% and the 2-year at 4.13%, the spread between them is just 53 basis points — down from 54 the day before. They explain what this narrowing means for recession forecasts, how it connects to Fed policy (the minutes just showed officials are open to rate hikes if inflation stays elevated), and why the 30-year yield has climbed to 5.18%. Using the inverted yield curve of 2023 as a case study, they walk through why investors watch the 10Y-2Y spread so closely and what the current flattening might signal about the economy ahead.

    #YieldCurve #10YearTreasury #2YearTreasury #BondMarket #FixedIncome #TreasuryYields #FedPolicy #RecessionIndicator #Inversion #Steepener #Flattener #MacroEconomics #InvestmentStrategy #FexingoBusiness #BusinessPodcast #Economics #Bonds #InterestRates

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    9 min
  • The Ten-Year Yield at 4.59 Percent Changes Everything

    Lucas and Luna launch The Bond Market Podcast by anchoring on a number every fixed-income investor is watching: the 10-year Treasury yield hit 4.59 percent on May 15, up from 4.47 the week before. They unpack why that 12-basis-point move matters, what it means for mortgage rates, corporate borrowing, and the broader economy. Along the way, they explain the yield curve, the difference between nominal and real yields, and why the bond market is flashing signals worth paying attention to. If you've ever wondered why bond yields move stocks or why the 10-year is called the most important number in finance, this episode is for you. No prior bond knowledge needed.

    #TreasuryYields #TenYearYield #BondMarket #FixedIncome #YieldCurve #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #Investing #Bonds101 #FederalReserve #InterestRates #PortfolioStrategy #Inflation #RealYield #TIPS #MarketSignals

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    5 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.