Latest / The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy
The Silent Squeeze Of Rising Borrowing Costs
With the ten-year Treasury yield climbing above five percent and short-term rates holding near four, we explore how higher borrowing costs are quietly reshaping corporate balance sheets. Lucas and Luna break down why companies that relied on cheap debt for expansion are now facing a margin squeeze, even as consumer sentiment remains surprisingly resilient. We look at the specific mechanics of refinancing walls in late 2026 and what this means for small business investment.
#FexingoBusiness #BusinessPodcast #MacroEconomics #CorporateDebt #InterestRates #TreasuryYields #RefinancingWalls…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.