『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 3-Month T-Bill Yield Signals Market Anxiety

    Why the 3-Month T-Bill Yield Signals Market Anxiety
    2026/06/05
    Lucas and Luna dissect the surprising rise in the 3-month Treasury bill yield to 3.78 percent, up from 3.77. While most attention is on the 10-year and 2-year, the short end of the curve is flashing a subtle warning. With the 10-year yield at 4.49 and the curve steepening, the 3-month rate—a proxy for funding stress and liquidity—has been creeping higher even as the Fed holds rates steady. Lucas explains what drives this yield, how it relates to repo markets and money market funds, and why a rising 3-month yield can signal that banks are hoarding cash. Luna weighs in with a historical example from September 2019 when similar moves preceded a repo crisis. They also explore what the current 42 basis point spread between the 10-year and 2-year tells us about recession odds, and why the 3-month might be the canary in the coal mine. Along the way, they touch on the Fed's interest on reserve balances at 3.65 and how that anchors the front end. A focused look at the forgotten yield that matters. #3MonthTBill #TreasuryYields #BondMarket #ShortEnd #LiquidityRisk #FundingStress #FedPolicy #IOER #MoneyMarkets #RepoMarket #YieldCurve #CurveSteepening #EconomicIndicator #RecessionSignal #Finance #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • What the 2-Year Yield Tells You About Rate Cuts Now

    What the 2-Year Yield Tells You About Rate Cuts Now
    2026/06/05
    The 2-year Treasury yield has been hovering near 4.08 percent as of early June 2026, and it's sending a very specific signal about when the Fed might actually cut rates. In this episode, Lucas and Luna unpack why the short end of the curve matters more than the 10-year for rate-cut timing, how the 2-year yield has moved in lockstep with Fed fund futures, and what the current 42-basis-point spread between the 10-year and 2-year says about market expectations. They also explain the mechanics — why a falling 2-year yield often precedes the first rate cut, and why the current level suggests the market is pricing in one cut later this year, but not a full easing cycle. No jargon, no fluff. Just the bond market signal that matters most right now. #2YearTreasury #RateCuts #FederalReserve #BondMarket #YieldCurve #MonetaryPolicy #InterestRates #TreasuryYields #FixedIncome #Investing #Economics #Finance #FOMC #FedFundsRate #ShortEnd #MarketExpectations #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Credit Ratings Are Taking Over Corporate Bond Trading

    Why Credit Ratings Are Taking Over Corporate Bond Trading
    2026/06/04
    Lucas and Luna explore how credit ratings have become the dominant force in corporate bond trading, even surpassing yield in some strategies. They examine the shift from ratings as compliance tools to active trading signals, using recent data on investment-grade ETF flows and the spread between AAA and BBB bonds. The episode breaks down why traders now watch rating agency moves as closely as Fed statements, and what the 41-basis-point spread between 10-year and 2-year yields tells us about credit market confidence. A focused look at a quiet revolution in fixed-income markets. #CreditRatings #CorporateBonds #InvestmentGrade #SpreadTrading #BondMarket #FixedIncome #Economics #FexingoBusiness #BusinessPodcast #S&P500 #ETFs #LQD #IG #HYG #YieldCurve #FedPolicy #RiskManagement #BondTrading Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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