『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
エピソード
  • Why the 3-Month Bill Yield Is Sticky Near 3.78 Percent

    Why the 3-Month Bill Yield Is Sticky Near 3.78 Percent
    2026/06/08
    Lucas and Luna explore why the 3-month Treasury bill yield has barely budged at 3.78% while longer-term yields have moved notably in recent weeks. They unpack what this sticky short-end tells us about market expectations for the Fed, the liquidity preference of investors parking cash, and what it might signal about near-term rate policy. They also reference the recent hot jobs report and its implications for Chair Warsh's policy path, and explain why the bill yield's flatness could be a clue about market stress or complacency. A concise, data-driven conversation for fixed-income enthusiasts. #3MonthTBill #TreasuryBills #FedPolicy #ChairWarsh #JobsReport #YieldCurve #ShortEnd #LiquidityPreference #MoneyMarkets #FixedIncome #BondMarket #Economics #FexingoBusiness #BusinessPodcast #InterestRates #CashParking #MarketStress #RateCuts Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • What the 3-Month Bill Says About Market Stress Now

    What the 3-Month Bill Says About Market Stress Now
    2026/06/07
    Episode 37 of The Bond Market Podcast with Fexingo drills into the 3-month Treasury bill yield, which sits at 3.78 percent as of June 4, 2026 — flat while the rest of the curve shifts. Lucas and Luna explain why the shortest Treasury is the bond market's canary in the coal mine, how its spread to the fed funds rate signals liquidity stress, and what the flat bill yield tells us about market anxiety versus the hot jobs report that pushed rate cut expectations further out. They walk through the mechanics of the 3-month bill as a cash-equivalent benchmark, recent quirks in the Treasury bill market during QT, and why investors should watch the 3-month yield even if they only own 10-year notes. No fluff, no ticker tape — just a focused conversation about why the front end of the curve matters right now. #TreasuryBills #3MonthTBill #BondMarket #FixedIncome #YieldCurve #FedPolicy #MarketAnxiety #Liquidity #FexingoBusiness #BusinessPodcast #Economics #BondInvesting #TreasuryYields #QT #FedFundsRate #CashManagement #PortfolioStrategy #ShortEndOfCurve Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How the 2-10 Spread Steepening Reshapes Bond Strategy

    How the 2-10 Spread Steepening Reshapes Bond Strategy
    2026/06/07
    Episode 36 of The Bond Market Podcast with Fexingo dives into the recent steepening of the 2-year to 10-year yield spread, which hit 38 basis points in early June 2026. Lucas and Luna break down what this curve move signals about the economy, the Fed’s next move, and how bond investors should adjust their portfolios. With the 10-year yield at 4.47 percent and the 2-year at 4.05 percent, the spread has widened from negative territory last year. The hosts explain why this steepening matters for duration positioning, the bond ETFs like TLT and SHY, and what it means for the mortgage market. Specific numbers and real fund flows ground the conversation. A must-listen for fixed-income investors navigating the shifting rate landscape. #YieldCurve #SpreadSteepening #TwoYearTreasury #TenYearTreasury #BondMarket #FixedIncome #FederalReserve #RateCuts #Duration #TLT #SHY #MBS #MortgageRates #BondETF #Economics #FexingoBusiness #BusinessPodcast #Investing Keep every episode free: buymeacoffee.com/fexingo
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    6 分
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