Latest / The National Debt Podcast with Fexingo: Treasury, Borrowing, and Long-Term Fiscal Outlook
Why The Bond Market Is Quiet Right Now
With the ten-year Treasury yield hovering near five percent and the yield curve steepening, investors are asking why bond markets aren't panicking over record federal debt. Lucas and Luna dissect the disconnect between headline borrowing costs and actual market volatility, exploring how structural demand from foreign holders and domestic institutions creates a false sense of stability. They examine the recent Fed rate decision context and what the widening spread between short and long-term rates actually signals for fiscal policy in late 2026.
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The skinny
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