Fexingo
The National Debt Podcast with Fexingo: Treasury, Borrowing, and Long-Term Fiscal Outlook
Lucas and Luna examine the mechanics of national debt, Treasury issuance, and long-term fiscal sustainability through the lens of current market data and historical precedent. Each episode starts from a fresh figure — a yield curve inversion, a CBO long-term projection, an auction bid-to-cover ratio — and follows the chain of cause and effect: what that number means for government borrowing costs, for private investment, for the dollar's reserve status, and for the trade-offs policymakers face between growth and solvency. The conversations move from a specific data point into the institutional...
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Episodes
The Interest on the National Debt Has Become the Fastest Growing Budget Item 22.05.2026 7:48
In this episode of The National Debt Podcast, Lucas and Luna examine the fastest-growing component of the federal budget: net interest costs. With total federal debt at $38.5 trillion and the effective interest rate on that debt climbing past 3 percent for the first time since 2001, interest payments are projected to exceed $1.2 trillion this fiscal year — more than the entire defense budget. The...
Why Short-Term Debt Is Becoming a Long-Term Problem 22.05.2026 9:20
With federal debt topping $38.5 trillion and debt-to-GDP at 122.6 percent, the US Treasury is issuing more short-term bills than ever before. Lucas and Luna examine the risks of rolling over $6 trillion in T-bills every year, what happens if rates don't fall as expected, and why the 30-year yield staying above 5 percent matters for fiscal stability. They reference the latest yield curve data, the...
How the Fed Funds Rate Cant Escape the 3.6 Percent Trap 21.05.2026 11:07
The Fed funds rate has been stuck at 3.64 percent for months — and incoming Chair Kevin Warsh inherits a rate-setting dilemma that defies easy solutions. Lucas and Luna drill into the numbers: why short-term rates refuse to budge even as long-term yields climb, what the flat yield curve is telling us about fiscal crowding-out, and whether the '3.6 trap' reflects structural changes in how banks man...
The Bond Vigilantes Are Back and the Fed Is Listening 21.05.2026 5:40
As the ten-year Treasury yield pushes past 4.67% and the thirty-year touches 5.18%, a familiar specter is haunting markets: the bond vigilante. With Kevin Warsh set to be sworn in as Fed chair this Friday and traders now pricing in a July rate hike, Lucas and Luna examine what the yield curve is really saying about fiscal credibility. They drill into the latest auction data, the widening spread be...
Why the Thirty-Year Treasury Hit Five Percent Again 19.05.2026 7:44
On the debut episode of The National Debt Podcast, Lucas and Luna dig into one startling number: the 30-year Treasury yield crossed back above 5% for the first time since late 2023. That single data point — now at 5.12% — tells a bigger story about the U.S. fiscal trajectory. They trace the path from pandemic-era borrowing to today's $38.5 trillion federal debt, and ask whether the bond market is...
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