『How the Federal Debt Is Reshaping the Bond Market Structure』のカバーアート

How the Federal Debt Is Reshaping the Bond Market Structure

How the Federal Debt Is Reshaping the Bond Market Structure

無料で聴く

ポッドキャストの詳細を見る
Episode 26 of The National Debt Podcast examines a structural shift in the Treasury market: as the total federal debt surpasses $38.5 trillion, the composition of bond buyers is changing. Lucas and Luna discuss how foreign official holdings have declined from 35% of marketable debt in 2012 to roughly 23% today, while domestic institutional investors like pension funds and banks are stepping in under different incentives. With the 30-year yield hovering near 5% and the Fed funds rate at 3.63%, the episode explores whether the Treasury can keep finding buyers for longer-term debt at current yields. Specific data points include the 10-year yield at 4.45%, the 2-year at 3.98%, and the 10-2 spread narrowing to 42 basis points. The conversation also touches on the Fed's shrinking balance sheet and what it means for auction dynamics. #NationalDebt #TreasuryMarket #BondMarket #FederalReserve #FiscalPolicy #DebtClock #30YearYield #10YearYield #YieldCurve #ForeignHoldings #InstitutionalInvestors #PensionFunds #AuctionDemand #Economics #FexingoBusiness #BusinessPodcast #FiscalOutlook #DebtService Keep every episode free: buymeacoffee.com/fexingo
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません