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  • Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy

    Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy
    2026/06/08
    Lucas and Luna examine the 30-year Treasury yield crossing 5%—a level not sustained since 2011. They break down what this means for portfolio duration, the refinancing calculus for corporations and homeowners, and why long-duration bonds still offer compelling income despite price risk. Drawing on the June 5 data showing the 30-year at 5.01%, they explore whether this is a buying opportunity or a regime shift. Specific topics include the 10-year yield at 4.55%, the yield curve steepening to 41 basis points, and how TIPS are outperforming. Ideal for bond investors reassessing their long-term allocation in a higher-for-longer rate environment. #30YearYield #5Percent #Treasuries #BondStrategy #Duration #YieldCurve #TLT #TIPS #IncomeInvesting #FixedIncome #Finance #Business #FexingoBusiness #BusinessPodcast #BondInvesting #Podcast #LucasAndLuna #Fexingo Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Bond Investors Are Obsessed With the Front End

    Why Bond Investors Are Obsessed With the Front End
    2026/06/08
    Lucas and Luna dig into a surprising trend in June 2026: the 3-month Treasury yield is anchoring the entire fixed-income market. With the 10-year at 4.47% and the 2-year at 4.05%, the short end is flattening faster than the long end. They explain why institutional investors are piling into T-bills, how the 3-month yield at 3.78% is reshaping liquidity strategies, and what this means for your bond portfolio. Plus, a quick look at how the Fed funds rate floor of 3.63% is keeping money market funds packed. A tight, specific episode for bond pros and yield hunters alike. #TreasuryYields #FrontEndBonds #3MonthYield #BondInvesting #FedFundsRate #YieldCurve #TBills #Liquidity #FixedIncome #June2026 #BondStrategy #MoneyMarkets #Finance #Investing #BondMarket #FexingoBusiness #BusinessPodcast #BondPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy

    Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy
    2026/06/07
    The 30-year Treasury yield has touched 5 percent, a level not seen in decades. Lucas and Luna explore what that means for fixed-income investors — from pension funds to individual bondholders. They dissect the data: the long bond's yield has risen 20 basis points in a week while the 2-year stayed flat, pushing the curve steeper. They discuss why the 30-year matters more now than the 10-year, how it affects mortgage rates and corporate borrowing costs, and whether this is a buying opportunity or a warning sign. The hosts also examine the divergence between the 30-year and the Fed funds rate, and what it signals about inflation and fiscal risk. No fluff — just a clear, data-driven look at the bond market's biggest story this week. #30YearTreasury #Yield5Percent #BondMarket #FixedIncome #TreasuryYields #YieldCurve #SteepeningCurve #MortgageRates #CorporateBonds #PensionFunds #InflationExpectations #FiscalRisk #FedPolicy #RateHikes #BondInvesting #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Bond Convexity Is Changing How Investors Trade the Curve

    Bond Convexity Is Changing How Investors Trade the Curve
    2026/06/07
    Lucas and Luna explore bond convexity — why it matters more in 2026 as yields hover near key levels. With the 10-year at 4.47% and the 30-year flirting with 5%, convexity is reshaping duration risk and hedging strategies. They break down how negative convexity in MBS and callable bonds surprises investors, and why the 2-10 spread at 38 basis points amplifies these effects. A must-listen for fixed-income pros navigating a flat curve. #BondConvexity #DurationRisk #NegativeConvexity #TreasuryYields #10YearYield #30YearYield #YieldCurve #FixedIncome #MBS #CallableBonds #Hedging #Finance #BondInvesting #FexingoBusiness #BusinessPodcast #Macro #PortfolioStrategy #RateRisk Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why MBS Spreads Are Tightening Despite Fed Rate Uncertainty

    Why MBS Spreads Are Tightening Despite Fed Rate Uncertainty
    2026/06/06
    Episode 35 dives into mortgage-backed securities, a corner of the bond market that's been quietly outperforming Treasuries in mid-2026. Lucas and Luna unpack why agency MBS spreads have tightened to post-2022 lows, how the Fed's runoff cap is creating a technical squeeze, and what this means for yield-hungry investors. With the 10-year Treasury around 4.47 and the 30-year near 5%, they ask whether MBS still offer enough compensation for prepayment risk. Specific numbers discussed: the current dollar roll premium in TBA contracts and the option-adjusted spread on current-coupon GNMA securities. #MBS #MortgageBackedSecurities #AgencyMBS #TBA #GNMA #FreddieMac #FannieMae #PrepaymentRisk #OptionAdjustedSpread #FedRunoff #QuantitativeTightening #TreasuryYields #10YearYield #30YearYield #YieldSpreads #FixedIncome #BondInvesting #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How the 2-Year Yield Is Moving Faster Than the Fed

    How the 2-Year Yield Is Moving Faster Than the Fed
    2026/06/06
    Lucas and Luna drill into a quiet but significant shift in the bond market: the 2-year Treasury yield fell from 4.08 to 4.05 in just one day, while the Fed funds rate has barely budged. They examine what this divergence means for rate-cut expectations, how the 2-year has become the market's own policy signal, and why the 10-year is not keeping pace. With the yield curve steepening and the 30-year nearing 5 percent, the hosts debate whether bonds are pricing in a different path than the Fed is projecting. A focused look at the front end of the curve and what it says about mid-2026. #BondMarket #TreasuryYields #2YearYield #FedPolicy #YieldCurve #RateCuts #FixedIncome #BondInvesting #LucasAndLuna #Fexingo #Finance #Investing #Macro #EconomicIndicators #Treasuries #MarketSignal #FOMC #BondStrategy Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why the 5-Year Note Is the Bond Market Bellwether

    Why the 5-Year Note Is the Bond Market Bellwether
    2026/06/05
    Episode 33 of The Bond Investing Podcast with Fexingo dives into the 5-year Treasury note, the often-overlooked maturity that connects short-term policy expectations with long-term growth. As of June 5, 2026, the 5-year yield sits at 4.28%, up 2.2% over the past week—outpacing the 2-year and 10-year. Lucas and Luna explore why this note has become the bond market's real-time temperature check, how it signals the market's view on the neutral rate, and what the recent flattening of the 5-year versus 30-year spread implies for economic growth. They reference the hot jobs report from June 5 and the Fed's current policy rate of 3.63% to frame why the 5-year matters now. Plus, a brief note on how listener support keeps the show ad-free via buy me a coffee dot com slash fexingo. #TreasuryNotes #FiveYearYield #BondMarket #FixedIncome #YieldCurve #FedPolicy #NeutralRate #EconomicGrowth #JobsReport #June2026 #Finance #Investing #BondETF #Liquidity #TreasuryYields #RateOutlook #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • Why the 3-Month Yield Is the New Bond Market Anchor

    Why the 3-Month Yield Is the New Bond Market Anchor
    2026/06/05
    In this episode of The Bond Investing Podcast, Lucas and Luna explore why the 3-month Treasury yield is becoming the most important rate in fixed income. With the yield at 3.78% and the Fed funds rate at 3.62%, the spread between them is tighter than it's been in years — and that has big implications for everything from money market funds to corporate bond spreads. They break down the mechanics of the front end of the curve, explain why the 3-month yield used to be ignored, and show how it's now acting as the real floor for risk-free returns. Specific data points anchor the conversation: the current 3-month yield, the IOER at 3.65%, and the 2-year yield at 4.08%. If you're a bond investor trying to understand where short-term rates are really headed, this episode gives you the framework. #BondInvesting #FixedIncome #TreasuryYields #3MonthTreasury #FedFunds #IOER #ShortTermRates #MoneyMarket #YieldCurve #BondStrategy #Finance #Macro #RateHike #Liquidity #PortfolioManagement #FexingoBusiness #BusinessPodcast #InvestmentStrategy Keep every episode free: buymeacoffee.com/fexingo
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    9 分