Lucas and Luna unpack the disconnect between falling short-term rates and climbing long-term yields in early October 2026. With the ten-year Treasury at five point two four percent and the yield curve still steep, they explore why investors are demanding higher compensation for duration risk. The conversation examines how inflation expectations and term premium shifts are reshaping fixed income portfolios right now.
#FexingoBusiness #BusinessPodcast #FixedIncome #Treasuries #YieldCurve #InflationExpectations #TermPremium #DurationRisk #InterestRates #Economics #BondMarket #LongEndOfTheCurve #ShortEndOfTheCurve #PortfolioStrategy #Macroeconomics #FederalReserve #InvestmentInsights #FinancialMarkets
<a href="https://buymeacoffee.com/fexingo">Keep every episode free: buymeacoffee.com/fexingo</a>

Lucas and Luna unpack the disconnect between falling short-term rates and climbing long-term yields in early October 2026. With the ten-year Treasury at five point two four percent and the yield curve still steep, they explore why investors are demanding higher compensation for duration risk. The conversation examines how inflation expectations and term premium shifts are reshaping fixed income portfolios right now.

#FexingoBusiness #BusinessPodcast #FixedIncome #Treasuries #YieldCurve #InflationExpectations #TermPremium #DurationRisk #InterestRates #Economics #BondMarket #LongEndOfTheCurve #ShortEndOfTheCurve #PortfolioStrategy #Macroeconomics #FederalReserve #InvestmentInsights #FinancialMarkets

Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

Lucas and Luna unpack the disconnect between falling short-term rates and climbing long-term yields in early October 2026. With the ten-year Treasury at five point two four percent and the yield curve still steep, they explore why investors are demanding...

Why Bond Yields Are Rising Despite Lower Rates

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