『The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners』のカバーアート

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

著者： Fexingo
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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. #Treasuries #YieldCurve #FederalReserve #FixedIncome #BondMarket #CreditSpreads #DurationRisk #Munis #CorporateBonds #RepoMarket #MonetaryPolicy #FinancialLiteracy #Economics #FexingoBusiness #BusinessPodcast #DailyPodcast #InvestmentStrategy #CapitalMarkets Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Why the 5-Year Treasury Yield Is Leading the Curve Steepening

    Why the 5-Year Treasury Yield Is Leading the Curve Steepening
    2026/07/21
    In this episode of The Bond Market Podcast, Lucas and Luna explain why the 5-year Treasury yield is surging faster than both the 2-year and 10-year, steepening the curve in an unusual way. With the 5-year yield up nearly 3% in the last five days to 4.37%, they explore how Fed policy uncertainty, inflation expectations, and a crowded short trade are driving this specific part of the curve. Drawing on data from July 21, 2026, they break down why the 5-year note has become the bond market's swing factor — and what it means for investors who think the curve is just a simple long-end story. #5YearTreasury #YieldCurveSteepening #TreasuryYields #BondMarket #FixedIncome #FedPolicy #InflationExpectations #ShortTrade #CurveDynamics #IntermediateTerm #Economics #FexingoBusiness #BusinessPodcast #BondInvesting #RateOutlook #July2026 #TreasuryNotes #MarketStructure Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why the 3-Month Bill Is Sticky Above the Fed Funds Rate

    Why the 3-Month Bill Is Sticky Above the Fed Funds Rate
    2026/07/21
    In this episode of The Bond Market Podcast with Fexingo, Lucas and Luna dig into a persistent anomaly in mid-2026: the 3-month Treasury yield is sitting at 3.85 percent, twenty-two basis points above the effective Fed funds rate of 3.63 percent. They explain why this gap matters for money market funds, the Fed's control of short-term rates, and what it signals about liquidity and bank reserve scarcity. Drawing on the interest on reserve balances rate of 3.65 percent and the ON RRP facility mechanics, they show how the Treasury's bill issuance surge has created a floor above the Fed's target. The episode also touches on Jamie Dimon's recent warning about Treasuries and why the 3-month bill is becoming the real benchmark for cash investors. #3MonthTreasury #FedFundsRate #TreasuryBills #MoneyMarketFunds #ONRRP #IOER #YieldCurve #LiquidityCrisis #BillIssuance #JamieDimon #TreasuryMarket #FixedIncome #ShortTermRates #CentralBanking #Economics #BondMarket #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why the 30-Year Treasury Yield Is Breaking Above 5 Percent

    Why the 30-Year Treasury Yield Is Breaking Above 5 Percent
    2026/07/20
    In this episode of The Bond Market Podcast, Lucas and Luna examine why the 30-year Treasury yield has climbed above 5 percent in July 2026, reaching 5.12 percent as of this week. They explore the key drivers: term premium expansion, fiscal deficit concerns, and the Fed's reduced influence at the long end. The hosts discuss how this move diverges from the 2-year yield and what it signals for mortgage rates, pension funds, and the broader economy. They also touch on the steepening yield curve and why long-term bond investors are demanding more compensation for duration risk. With data showing the 30-year yield up 5 basis points in the last five days, Lucas and Luna break down whether this is a structural shift or a temporary spike. A must-listen for fixed-income investors trying to navigate a world where the long bond is breaking out. #30YearTreasury #BondMarket #TreasuryYields #YieldCurve #TermPremium #FederalReserve #Inflation #DurationRisk #FixedIncome #LongBond #BondInvesting #Steepening #FiscalDeficit #Economy #Finance #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    6 分
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