
Sign up to save your podcasts
Or


The ten-year Treasury yield is sitting at 4.96 percent while short rates hold steady near 3.88 percent, creating a historically flat but positive spread. Lucas and Luna break down why this specific configuration — a flattening curve without the traditional inversion — signals a different kind of economic tension than what investors saw in 2022 or 2025. They explore how the bond market is pricing in structural shifts rather than just Fed policy, looking at the role of long-end supply dynamics and the quiet pressure from corporate borrowing costs. If you have ever wondered why your savings account feels disconnected from the broader fixed income landscape, this episode offers a concrete look at the mechanics driving today's yields.
#FixedIncome #TreasuryYields #BondMarket #Economics #FexingoBusiness #BusinessPodcast #InvestingStrategy #Macroeconomics #InterestRates #YieldCurve #LucasAndLuna #FinancialLiteracy #PortfolioManagement #FedPolicy #LongEndBonds #ShortTermRates #CorporateDebt #MarketAnalysis
Keep every episode free: buymeacoffee.com/fexingo
The Federal Reserve’s effective rate sits at 3.63 percent, yet the ten-year Treasury yield is hovering near 5.30 percent. In this episode of The Bond Market Podcast, Lucas and Luna unpack why the central bank has effectively lost its grip on long-term borrowing costs. We look at the structural shift in Treasury supply, the quiet retreat of foreign buyers, and how corporate debt markets are now pricing risk independently of the FOMC. If you’ve noticed that bond yields seem to move on their own schedule, this conversation explains the mechanics behind that decoupling.
#FexingoBusiness #BusinessPodcast #BondMarket #TreasuryYields #FederalReserve #FixedIncome #InterestRates #Macroeconomics #InvestingStrategy #LongTermBonds #DebtSupply #CorporateCredit #FinancialMarkets #EconomicAnalysis #LucasAndLuna #PortfolioManagement #RiskPricing #MonetaryPolicy
Keep every episode free: buymeacoffee.com/fexingo
Corporate debt is no longer just about borrowing at the Fed's rate. With the ten-year Treasury yield hovering near five percent and short-term rates trapped above three point six percent, companies are facing a split market that rewards patience and punishes leverage. We break down how this divergence in the yield curve is forcing CFOs to rethink refinancing windows, lock in longer maturities, and navigate the hidden costs of floating-rate exposure in an environment where money feels expensive but isn't moving as fast as prices suggest.
#FixedIncome #CorporateDebt #TreasuryYields #BondMarket #CFOStrategy #RefinancingRisk #YieldCurve #InterestRates #CapitalMarkets #CreditSpreads #Liquidity #BorrowingCosts #Economics #FinanceNews #BusinessStrategy #FexingoBusiness #BusinessPodcast #LucasAndLuna
Keep every episode free: buymeacoffee.com/fexingo
With the ten-year Treasury yield hovering near five percent and short-term rates trapping savers at lower levels, Lucas and Luna break down why duration risk is silently eroding bond fund returns. They examine how a small shift in interest rate expectations can swing portfolio values by double digits, using specific data from the latest Treasury auction to show why holding longer-dated bonds feels different than it did last year. This episode gives you one concrete tool to evaluate your fixed income exposure without needing a finance degree.
#FixedIncome #BondMarket #TreasuryYields #DurationRisk #InterestRates #PortfolioStrategy #Economics #FinanceEducation #LucasAndLuna #FexingoBusiness #BusinessPodcast #InvestingTips #Macroeconomics #CashFlow #RiskManagement #WealthBuilding #FinancialLiteracy #MarketAnalysis
Keep every episode free: buymeacoffee.com/fexingo
Warren Buffett just stepped down as chairman of Berkshire Hathaway, a move that sends shockwaves through equity markets. But for fixed-income investors, the real story lies in how his departure reshapes the flow of capital into corporate bonds and Treasuries. With the ten-year yield holding near five percent and short rates stuck at three point six percent, we explore whether this leadership transition triggers a flight to safety or a liquidity crunch. We break down the specific mechanics of Berkshire’s bond portfolio, why its selling pressure—or lack thereof—matters more than the headline, and what it means for your own fixed-income allocation right now.
#BerkshireHathaway #WarrenBuffett #FixedIncome #TreasuryYields #CorporateBonds #BondMarket #InterestRates #CapitalAllocation #Liquidity #RiskOff #InvestmentStrategy #FinanceNews #EconomicsPodcast #FexingoBusiness #BusinessPodcast #WealthManagement #DebtMarkets #LongTermBonds
Keep every episode free: buymeacoffee.com/fexingo
Securitize just got regulatory greenlight for tokenized stock trading, but the real shift is happening in fixed income. Lucas and Luna break down how blockchain technology is turning illiquid Treasury bonds into liquid digital assets. With ten-year yields sitting at five percent and short-term funds squeezed, we explore how tokenization lowers barriers for everyday investors and reshapes the bond market's middle ground. This isn't about crypto speculation; it's about settlement speed, fractional ownership, and making government debt accessible to everyone.
#TokenizedBonds #FixedIncomeInnovation #Securitize #TreasuryYields #BlockchainFinance #DigitalAssets #BondMarket #FractionalOwnership #FinancialTechnology #LiquidityPools #SettlementSpeed #InvestmentAccess #ModernMarkets #EconomicsExplained #LucasAndLuna #FexingoBusiness #BusinessPodcast #FinanceForBeginners
Keep every episode free: buymeacoffee.com/fexingo
On September sixteen twenty-six the Federal Reserve approved an interest rate hike while Treasury yields continued their upward march. Lucas and Luna unpack why the market reacted with skepticism rather than relief. They look at the ten-year yield sitting near five percent, the two-year yield holding above four point six, and what this divergence tells us about investor confidence in the new policy path under Chair Warsh. This episode explores the disconnect between central bank intent and bond market pricing.
#FexingoBusiness #BusinessPodcast #FederalReserve #TreasuryYields #InterestRates #BondMarket #FixedIncome #Economics #InflationData #MonetaryPolicy #InvestmentStrategy #Macroeconomics #FinancialMarkets #CentralBanking #RiskPremium #DebtMarket #EconomicOutlook #LucasAndLuna
Keep every episode free: buymeacoffee.com/fexingo
The ten-year Treasury yield has climbed to nearly five percent, creating a new hurdle for corporate borrowers who once relied on cheap capital. We break down how this shift is forcing companies to rethink their balance sheets, why the spread between Treasuries and corporate bonds is tightening, and what it means for investment-grade debt in a higher-rate environment. With short-term rates holding steady near three point six percent, the real story isn't just about the Fed—it's about the cost of doing business when borrowing gets expensive overnight.
#BondMarket #CorporateDebt #TreasuryYields #FixedIncome #InterestRates #InvestmentGrade #HighYieldBonds #FedPolicy #EconomicsPodcast #FinanceNews #LucasAndLuna #FexingoBusiness #BusinessPodcast #DebtMarkets #YieldCurve #CreditSpreads #CapitalAllocation #RiskManagement
Keep every episode free: buymeacoffee.com/fexingo
We are looking at the structural shift in corporate debt issuance as yields hover near five percent. With the ten-year Treasury yield sitting at four point nine five percent, companies that relied on cheap borrowing to fund expansion are now facing a harsh reality check. We explore how this rate environment is forcing CFOs to delay capital projects, refinance existing debt at higher costs, and rethink their balance sheets entirely. The data from late August shows the Fed Funds rate holding steady at three point six three percent, but the market is pricing in persistent inflation fears. This creates a specific squeeze on investment-grade borrowers who can no longer borrow short-term to fund long-term growth without taking on significant interest rate risk. We break down why this matters for middle management teams responsible for operational budgets and hiring plans.
#CorporateDebt #TreasuryYields #FixedIncome #InterestRates #CFOStrategy #BondMarket #InflationRisk #RefinancingWall #CapitalExpenditure #FedPolicy #Economics #Finance #BusinessPodcast #FexingoBusiness #LucasAndLuna #InvestmentGrade #DebtMaturity #FinancialMarkets
Keep every episode free: buymeacoffee.com/fexingo
With the ten-year Treasury yield climbing to nearly five percent and short-term rates holding steady, the cost of borrowing for corporations has shifted dramatically. We break down how this specific spread is forcing companies to rethink their capital structure, moving away from long-term fixed debt toward shorter durations or equity raises. The result is a quiet but significant change in how businesses manage risk in late 2026.
#FixedIncome #CorporateDebt #TreasuryYields #InterestRates #CapitalStructure #DebtMaturity #BorrowingCosts #MonetaryPolicy #BondMarket #Economics #FexingoBusiness #BusinessPodcast #Investing #Finance #MacroEconomics #RiskManagement #Liquidity #CreditMarkets
Keep every episode free: buymeacoffee.com/fexingo
From the publisher's feed