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 podcast cover
Fexingo Economics

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

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

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Episodes

145 episodes

Why the Front End Is the New Battleground for Bond Investors

Aug 1, 2026 · 8:17
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Why the 2-Year Yield Stays 60 Basis Points Above Fed Funds

Jul 30, 2026 · 7:51
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Why the 3-Month Treasury Yield Is Finally Breaking Below 4 Percent

Jul 30, 2026 · 6:50
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What the Fed's Three Dissent Votes Mean for Bond Yields

Jul 29, 2026 · 5:21
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Why the Yield Curve Turned Positive and What Happens Next

Jul 29, 2026 · 8:19
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How Duration Is Becoming Attractive Again in Fixed Income

Jul 28, 2026 · 7:49
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Why TIPS Are Falling Behind Nominal Treasuries in Late July 2026

Jul 28, 2026 · 7:38
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Why 2-Year and 5-Year Treasury Yields Are Converging

Jul 27, 2026 · 5:52
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How Oil Prices Are Repricing Fed Rate Hike Odds

Jul 27, 2026 · 6:07
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How Term Premium Is Driving the Yield Curve Steepening

Jul 26, 2026 · 6:22
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Why the 10-Year Treasury Yield Is 100 Basis Points Above the Fed Funds Rate

Jul 26, 2026 · 6:30
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How Rising Oil Prices Are Reshaping the Treasury Yield Curve

Jul 25, 2026 · 8:33
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Why the 10-Year Yield Is Stuck at 4.70 Percent

Jul 24, 2026 · 9:04
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How the 10-Year Yield Is Topping 4.70 Percent in July 2026

Jul 23, 2026 · 6:59
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How the Corporate Bond Market Is Decoupling From Treasuries

Jul 23, 2026 · 6:28
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Why TIPS Are Beating Nominal Treasuries in July 2026

Jul 23, 2026 · 11:34
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How Corporate Bond Arbitrage Is Breaking the Yield Curve

Jul 22, 2026 · 6:49
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Why the 5-Year Treasury Is Leading the Curve Steepening

Jul 22, 2026 · 7:55
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Why the 5-Year Treasury Yield Is Leading the Curve Steepening

Jul 21, 2026 · 8:42
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Why the 3-Month Bill Is Sticky Above the Fed Funds Rate

Jul 21, 2026 · 10:04
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Why the 30-Year Treasury Yield Is Breaking Above 5 Percent

Jul 20, 2026 · 6:29
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Why the 3-Month Yield Is Sticky Above the Fed Funds Rate

Jul 20, 2026 · 8:16
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How the 2-Year Treasury Yield Became the Real Fed Signal

Jul 19, 2026 · 5:15
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Why the 3-Month Treasury Yield Is Sticky Above the Fed Funds Rate

Jul 19, 2026 · 8:18
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How the 10-Year Yield Is Topping 4.5 Percent

Jul 18, 2026 · 6:13
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Why the 30-Year Yield Is Breaking Above 5 Percent in July 2026

Jul 18, 2026 · 7:23
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Why the 2-Year Yield Is a Better Signal Than the Fed Funds Rate

Jul 17, 2026 · 7:19
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Why the Yield Curve Is Steepening Without a Recession

Jul 17, 2026 · 9:30
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Why the 30-Year Yield Is Breaking Above 5 Percent

Jul 16, 2026 · 8:12
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Why the 2-Year Yield Is Flashing a Recession Signal

Jul 16, 2026 · 7:47
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How the 2-Year Yield Is Becoming a Better Fed Signal Than the Fed

Jul 15, 2026 · 6:44
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How the 30-Year Treasury Yield Is Breaking Above 5 Percent

Jul 15, 2026 · 8:32
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How the Fed Funds Rate Became a Lagging Indicator

Jul 14, 2026 · 7:03
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How the Agency Mortgage Bond Market Is Breaking From Treasuries

Jul 14, 2026 · 6:27
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How the Three-Month Yield Drop Is Breaking the Carry Trade

Jul 13, 2026 · 10:04
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How the 10-Year Treasury Yield Is Defying the Fed in July 2026

Jul 13, 2026 · 7:23
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How TIPS Are Becoming a Contrarian Bet in July 2026

Jul 12, 2026 · 7:44
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Why the Fed Funds Rate Is Becoming Irrelevant in Mid-2026

Jul 12, 2026 · 7:46
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How the Fed's Forward Guidance Lost Its Grip on Bond Yields

Jul 11, 2026 · 8:08
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How Inflation-Indexed Bonds Are Misreading the Economy

Jul 11, 2026 · 7:23
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Why TIPS Spreads Signal a Regime Change in Inflation Expectations

Jul 10, 2026 · 10:44
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Why Corporate Bond Spreads Are Widening in July 2026

Jul 10, 2026 · 7:28
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How Mortgage Bonds Are Decoupling from Treasuries in July 2026

Jul 9, 2026 · 9:00
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Why the 3-Month Yield Is Falling While the Fed Holds Steady

Jul 9, 2026 · 10:24
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How the Fed Minutes Revealed a Family Fight Over Rates

Jul 8, 2026 · 11:17
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Episode 100 How the Bond Market Priced Its Own 2026 Future

Jul 8, 2026 · 6:14
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Why the Fed's Interest on Reserves Is a Hidden Floor for Yields

Jul 7, 2026 · 9:54
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How the 10-30 Year Treasury Spread Signals Term Premium

Jul 7, 2026 · 7:00
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How Hedge Funds Are Gaming the SOFR-Treasury Basis Trade

Jul 6, 2026 · 9:21
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How the Two-Year Yield Is Breaking the Fed's Hold

Jul 6, 2026 · 9:00
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Why Muni Bonds Are Beating Treasuries in July 2026

Jul 5, 2026 · 7:54
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Why T-Bill Auctions Are Breaking the Short-End Trade

Jul 5, 2026 · 7:43
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Why TIPS Are Losing Their Inflation Protection Edge

Jul 4, 2026 · 5:26
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Why the Yield Curve Is Steepening in July 2026

Jul 4, 2026 · 8:23
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Why the Bond Market Is Unpricing Recession Risk in July 2026

Jul 3, 2026 · 8:03
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How the 2-Year Yield Is Ignoring the Fed in July 2026

Jul 3, 2026 · 5:51
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How the 2-Year Yield Is Ignoring the Fed in July 2026

Jul 2, 2026 · 8:28
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Why the 30-Year Yield Stays Above 4.9 While the Fed Holds at 3.65

Jul 2, 2026 · 8:26
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How the Fed's Interest on Reserves Steers Every Bond Yield

Jul 1, 2026 · 9:38
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How Treasury Bill Supply Is Squeezing Short-Term Yields

Jul 1, 2026 · 6:05
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How the Fed's Interest on Reserves Steers Every Yield on the Curve

Jul 1, 2026 · 8:45
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Why the 2-Year Yield Is Ignoring the Fed's Rate Hike Warning

Jun 30, 2026 · 7:12
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Why Corporate Bond ETF Inflows Are Reshaping the Market

Jun 30, 2026 · 5:34
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How the 30-Year Treasury Yield Is Steering Mortgages

Jun 29, 2026 · 8:27
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How the 30-Year Bond Yield Stays Above 4.8 in June 2026

Jun 29, 2026 · 8:05
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How Junk Bonds Are Decoupling from Treasuries in June 2026

Jun 28, 2026 · 8:11
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How Global Bond Markets Are Outperforming US Treasuries

Jun 28, 2026 · 9:02
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How TIPS Break-Evens Signal Sticky Inflation

Jun 27, 2026 · 8:19
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How the Fed's Rate Hike Pledge Changed Bond Yields

Jun 27, 2026 · 7:31
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How TIPS Are Beating Nominal Bonds in a Sticky Inflation Environment

Jun 26, 2026 · 7:25
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How Bond ETF Flows Are Reshaping Yields in June 2026

Jun 26, 2026 · 8:06
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Why Bond ETF Flows Are Surging in June 2026

Jun 25, 2026 · 8:16
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How the Fed Stress Test Reshaped Bond Yields This Week

Jun 25, 2026 · 8:26
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How Muni Bonds Are Breaking the Fed's Grip on Yields

Jun 24, 2026 · 8:09
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Why the Three-Month Yield Is Stuck Above 3-8

Jun 24, 2026 · 9:20
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How the 10-Year Yield Stays Above 4.5 Percent

Jun 23, 2026 · 14:06
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Greenspan at 100 His Bond Market Legacy in One Chart

Jun 23, 2026 · 9:03
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How Alan Greenspan s Legacy Shapes Today s Yield Curve

Jun 22, 2026 · 8:52
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How FOMC Minutes Are Driving Bond Yields Now

Jun 22, 2026 · 5:53
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Why the 3-Month Yield Is Diverging from the Fed Funds Rate

Jun 21, 2026 · 8:50
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Why the 2s10s Spread Is Flattening Again

Jun 21, 2026 · 7:47
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How the 2-Year Yield Jump Shows Confidence in the Fed

Jun 20, 2026 · 7:40
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How SpaceXs IPO Reshaped the Bond Market in One Week

Jun 20, 2026 · 7:16
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How the 3-Month Treasury Yield Signals a Liquidity Squeeze

Jun 19, 2026 · 11:04
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How the Fed Funds Rate Stays Stuck at 3.63 and What That Means for Bonds

Jun 19, 2026 · 8:58
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How the Yield Curve is Steepening Without a Recession

Jun 18, 2026 · 6:59
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Why the Fed Changed Its Statement and What That Means for Bonds

Jun 18, 2026 · 9:14
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Why the Fed Funds Rate Is Stuck at 3.63

Jun 17, 2026 · 6:43
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Why Bond Market Liquidity Is Drying Up in Plain Sight

Jun 17, 2026 · 6:55
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Why the 30-Year Yield Near 5 Percent Is a Ceiling

Jun 16, 2026 · 9:07
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The Bond Market's Quiet Liquidity Crisis

Jun 16, 2026 · 8:45
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Why TIPS Demand Surges When Inflation Fears Cool

Jun 15, 2026 · 5:45
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Why the Corporate Bond Market Is Signaling a Slowdown

Jun 15, 2026 · 7:25
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Why the 30-Year Yield Near 5 Percent Is a Ceiling

Jun 14, 2026 · 6:54
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What the Fed Rate Pause Means for Bond Market Volatility

Jun 14, 2026 · 11:08
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How Bond Market Liquidity Drives Every Trade You Make

Jun 13, 2026 · 9:26
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Why TIPS Demand Surges When Inflation Fears Cool

Jun 13, 2026 · 9:32
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Why the 5-Year Note Has Become the Bond Market's True Bellwether

Jun 12, 2026 · 7:39
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Why the 2-Year Treasury Yield Is Trading Like a Ceiling

Jun 12, 2026 · 5:15
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Why the 5-Year Note Yield Dropped Below 4.2 Percent

Jun 12, 2026 · 9:49
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Why the 5-Year Note Is the Bond Market's New Bellwether

Jun 11, 2026 · 7:29
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Why the 30-Year Yield Topped 5 Percent and What It Means

Jun 11, 2026 · 6:18
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Why the Treasury Bond Market Is Trading Like a Low Volatility Regime

Jun 10, 2026 · 8:27
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Why the 10-Year Yield Is Stuck Above 4.5 Percent

Jun 10, 2026 · 7:42
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Why the 2-Year Yield Is Sticky Near 4.17 Percent

Jun 9, 2026 · 8:59
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Why the 3-Month to 10-Year Spread Is Positive Again

Jun 9, 2026 · 8:45
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What the 3-Month to 10-Year Spread Signals Now

Jun 8, 2026 · 9:16
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Why the 3-Month Bill Yield Is Sticky Near 3.78 Percent

Jun 8, 2026 · 6:21
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What the 3-Month Bill Says About Market Stress Now

Jun 7, 2026 · 9:42
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How the 2-10 Spread Steepening Reshapes Bond Strategy

Jun 7, 2026 · 5:41
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What the 30-Year Yield Near 5 Percent Means Now

Jun 6, 2026 · 8:15
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What the 30-Year Yield Near 5 Percent Means Now

Jun 6, 2026 · 5:06
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Why the 3-Month T-Bill Yield Signals Market Anxiety

Jun 5, 2026 · 8:24
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What the 2-Year Yield Tells You About Rate Cuts Now

Jun 5, 2026 · 6:49
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Why Credit Ratings Are Taking Over Corporate Bond Trading

Jun 4, 2026 · 7:52
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What the MBS Spread Reveals About the Bond Market Now

Jun 4, 2026 · 10:46
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Why Bond ETFs Like LQD Are Trading Below Par Now

Jun 3, 2026 · 7:17
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What the Curve Steepening Means for Bond Investors

Jun 3, 2026 · 8:49
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How the Fed Funds Rate Anchors Every Bond Yield

Jun 2, 2026 · 6:22
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What TIPS Yields Tell You About Real Returns Now

Jun 2, 2026 · 8:26
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What the Fed's Passive QT Means for Bond Yields

Jun 1, 2026 · 6:58
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What the Spread Between 10-Year and 2-Year Tells Investors Now

Jun 1, 2026 · 8:25
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What the Inverted Yield Curve Tells Investors Now

May 31, 2026 · 9:34
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What the 7-Year Treasury Note Tells You Now

May 31, 2026 · 7:14
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What the 20-Year Treasury Bond Tells You Now

May 30, 2026 · 8:19
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What the 10-Year Yield Drop Below 4.5% Means Now

May 30, 2026 · 9:27
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What the 3-Year Note Tells You About Rate Paths

May 29, 2026 · 7:19
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What the 5-Year Yield Drop Means for Bond Investors

May 29, 2026 · 6:53
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Why the 10-Year Yield Dropped Below 4.5 Percent

May 28, 2026 · 7:18
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Why the 5-Year Yield Is the Bond Market's Real Action Zone

May 28, 2026 · 7:18
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How the Fed Funds Rate Steers Bond Yields

May 27, 2026 · 6:54
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What the Shorter End of the Curve Says About Rate Cuts

May 27, 2026 · 9:57
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Why the 30-Year Yield Holds Above 5 Percent

May 26, 2026 · 8:10
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What the Spread Between High Yield and Treasuries Says Now

May 26, 2026 · 6:31
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What the 3-Month Yield Tells You About Fed Rate Cuts

May 25, 2026 · 7:56
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How the Two-Year Treasury Yield Reveals the Fed's Next Move

May 25, 2026 · 5:17
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Why the Long Bond Yield Is Stuck Above 5 Percent

May 24, 2026 · 7:51
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How the Two-Year Yield Is Reshaping Bond Strategy

May 24, 2026 · 7:55
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Why Bond Investors Are Chasing Yield in Risky Markets

May 23, 2026 · 10:11
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Why Corporate Bonds Are Beating Treasuries Right Now

May 23, 2026 · 11:40
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How the 3-Month Yield Reveals the Fed Floor

May 22, 2026 · 6:47
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Why TIPS Bonds Are Beating Nominal Treasuries Right Now

May 22, 2026 · 7:36
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What the 30-Year Bond Yield Tells You About Inflation Risk

May 21, 2026 · 6:54
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Why the 10Y-2Y Yield Curve Spread Matters Now

May 21, 2026 · 8:34
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The Ten-Year Yield at 4.59 Percent Changes Everything

May 19, 2026 · 5:00
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