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

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

  • The Bond Market's Quiet Paradox

    With the ten-year Treasury yield sitting at five point two nine percent and the Fed Funds rate near three point eight eight, we explore why bond prices are falling even as the market prices out aggressive rate hikes. Lucas and Luna break down the specific mechanics of this disconnect, focusing on how long-end yields are driven by fiscal supply rather than just central bank policy. We look at the widening spread between short and long rates and what it signals for corporate borrowers in October twenty twenty-six.

    #FexingoBusiness #BusinessPodcast #BondMarket #Treasuries #FixedIncome #Economics #YieldCurve #TreasuryYields #FederalReserve #InterestRates #InflationData #CorporateDebt #InvestingTips #Macroeconomics #LucasAndLuna #FinancialLiteracy #MarketAnalysis #October2026

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    8 min
  • How The Short End Of The Yield Curve Is Rewiring Your Cash

    With the three-month Treasury yield holding near four point two five percent and the ten-year sitting at five point two six, the traditional bond market narrative is breaking down. Lucas and Luna dissect why short-term bills are currently offering better risk-adjusted returns than long-duration assets for institutional and retail investors alike. We explore the mechanics of the inverted curve, the Federal Reserve’s sticky interest on reserve balances, and what this specific disconnect means for corporate borrowing costs as we move through October 2026.

    #TreasuryBills #YieldCurve #ShortTermRates #FixedIncome #FederalReserve #InterestOnReserves #CorporateDebt #BondMarket #Economics #InflationHedge #LiquidityManagement #DurationRisk #MonetaryPolicy #FexingoBusiness #BusinessPodcast #LucasAndLuna #FinanceEducation #CashManagement

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    9 min
  • Why The Yield Curve Is Stubbornly Steep

    The ten-year Treasury yield sits above five percent while the two-year yield follows closely behind, keeping the spread wider than expected. We explore why long-term bond investors are demanding higher compensation for duration risk despite stable short-term rates. This disconnect between near-term policy and long-term fiscal reality is reshaping how we price debt across all asset classes.

    #FexingoBusiness #BusinessPodcast #BondMarket #Treasuries #YieldCurve #FixedIncome #Investing #Economics #InterestRates #Inflation #DebtMarket #PortfolioStrategy #Macroeconomics #Finance #LucasAndLuna #TradingDesk #LongEnd #ShortEnd

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    9 min
  • Why Long Bond Yields Are Defying The Fed

    With the ten-year Treasury yield holding near five point seventeen percent and the spread between long and short rates compressing to thirty-two basis points, the bond market is sending a clear signal that contradicts the Federal Reserve’s current stance. Lucas and Luna dissect why investors are demanding higher compensation for duration risk right now, even as the overnight rate remains stuck at three point six three percent. We look at the structural shift in who is buying Treasuries, the impact of municipal bond volatility, and what this stubborn yield curve tells us about inflation expectations heading into the fourth quarter of twenty twenty-six.

    #Treasuries #BondYields #FixedIncome #FederalReserve #DurationRisk #InflationExpectations #InvestmentStrategy #Economics #MunicipalBonds #YieldCurve #PortfolioManagement #Macroeconomics #InterestRates #Liquidity #FexingoBusiness #BusinessPodcast #FinanceNews #MarketAnalysis

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    11 min
  • How Treasury Volatility Rewires Corporate Borrowing

    With the ten-year Treasury yield holding above five percent and corporate bond spreads tightening, companies are facing a new reality in fixed income markets. We break down why debt-hungry sectors like AI infrastructure are feeling the squeeze right now, and how rising rates are forcing CFOs to rethink their capital structures. This episode explores the hidden cost of duration risk for leveraged firms and what it means for investment-grade versus high-yield credit in late September 2026.

    #CorporateDebt #TreasuryYields #FixedIncome #AIInfrastructure #BondMarket #CFOStrategy #CreditSpreads #DurationRisk #InterestRates #InvestmentGrade #HighYieldBonds #CapitalStructure #RefinancingRisk #LiquidityTrap #FedPolicy #EconomicOutlook #FexingoBusiness #BusinessPodcast

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    8 min
  • Why AI Debt Is Trapped In Rising Rates

    The ten-year Treasury yield has climbed to five point one eight percent, creating a perfect storm for capital-intensive artificial intelligence firms. We explore how high borrowing costs are forcing data center developers and chip designers to rethink their leverage strategies right now in September twenty twenty six.

    #Treasuries #Yields #ArtificialIntelligence #FixedIncome #DataCenters #DebtFinancing #BondMarket #InterestRates #CorporateBorrowing #TechInvesting #Macroeconomics #LiquidityRisk #CapitalExpenditure #FexingoBusiness #BusinessPodcast #EconomicsShow #FinanceNews #InvestmentStrategy

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    11 min
  • The Yield Curve's Stubborn Non-Inversion

    With the ten-year Treasury yield sitting at five point one eight percent and the two-year at four point eighty seven, the classic yield curve inversion has vanished. But why hasn't this normalization sparked the expected economic boom? We dig into the mechanics of long-end duration risk, the structural demand for safe assets from foreign central banks, and why investors are paying a premium to hold thirty-year bonds despite higher short rates. This is Episode Two Hundred of The Bond Market Podcast.

    #TreasuryYields #YieldCurve #FixedIncome #BondMarket #Investing #Economics #DurationRisk #LongEndBonds #ShortRates #InflationHedge #CentralBankDemand #DebtMarket #InterestRates #PortfolioStrategy #FexingoBusiness #BusinessPodcast #LucasAndLuna #Episode200

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    9 min
  • Why The Yield Curve Is Flattening But Not Inverting

    With the ten-year Treasury yield sitting at 5.11 percent and short rates holding steady near 4.85 percent, the traditional bear steepener is showing signs of fatigue. Lucas and Luna break down why the curve is flattening without fully inverting, exploring the structural disconnect between long-end duration risk and near-term policy expectations. They examine how this specific spread dynamic impacts corporate borrowing costs and what it signals about inflation durability heading into Q4.

    #FexingoBusiness #BusinessPodcast #FixedIncome #Treasuries #YieldCurve #InterestRates #CorporateDebt #InflationData #FederalReserve #DurationRisk #BondMarket #Economics #LucasAndLuna #FinancialMarkets #MunicipalBonds #CreditSpread #MacroStrategy #InvestmentTips

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    11 min
  • How Bond Investors Are Hedging Duration Risk

    With the ten-year Treasury yield holding near five percent and the yield curve remaining steeply inverted, long-duration bond funds are facing intense pressure. In this episode of The Bond Market Podcast, Lucas and Luna explore how sophisticated investors are using treasury futures and options to hedge against further rate volatility rather than simply selling off holdings. We look at why the Philadelphia Fed’s call for modest rate moves creates a specific hedging opportunity, and how shifting expectations around the Federal Reserve’s next steps are reshaping the risk management strategies for fixed income portfolios in late September two thousand twenty-six.

    #TreasuryYields #DurationRisk #FixedIncome #BondHedging #FederalReserve #InflationData #InvestmentStrategy #InterestRates #Macroeconomics #PortfolioManagement #TreasuryFutures #YieldCurve #FinancialMarkets #EconomicPolicy #RiskManagement #FexingoBusiness #BusinessPodcast #TheBondMarketPodcast

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    9 min
  • Why Long Bond Yields Are Surging

    Treasuries are sending a sharp signal that investors demand more premium for long-term risk. Lucas and Luna unpack the widening spread between short and long rates, focusing on the thirty-year Treasury yield climbing to five point two nine percent while short rates remain anchored near three point six percent. They explore how duration risk is reshaping portfolio construction right now in late September of twenty twenty six.

    #FexingoBusiness #BusinessPodcast #FixedIncome #TreasuryYields #BondMarket #DurationRisk #LongEndBonds #InterestRates #PortfolioConstruction #Economics #Macroeconomics #InflationExpectations #YieldCurve #InvestingStrategy #FinancialMarkets #LucasAndLuna #DailyFinance #MoneyManagement

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    11 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.