Latest / The National Debt Podcast with Fexingo: Treasury, Borrowing, and Long-Term Fiscal Outlook
The Bond Market's Silent Panic
Why the ten-year Treasury yield just dropped below five percent while the federal deficit remains stubbornly high. Lucas and Luna unpack the disconnect between fiscal reality and bond pricing, exploring what a flattening yield curve means for long-term borrowing costs and your own retirement portfolio in late October 2026.
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The skinny
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