Latest / The National Debt Podcast with Fexingo: Treasury, Borrowing, and Long-Term Fiscal Outlook
Why The UK Inflation Spike Changes US Debt Strategy
With UK inflation jumping to 3.5 percent in October 2026, global bond markets are reacting sharply. Lucas and Luna explore how this specific data point from the Bank of England is reshaping the risk premium on US Treasuries. They examine why foreign central banks are adjusting their Treasury holdings and what that means for the yield curve as we move through Q4 2026. This episode breaks down the mechanics of cross-border capital flows and offers a concrete look at how one country's price data can tighten fiscal space for another.
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