The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

In episode 4 of The Bond Investing Podcast, Lucas and Luna dig into the surprising outperformance of Treasury Inflation-Protected Securities (TIPS) as the ten-year yield hovers near 4.59 percent. With the 30-year bond yielding over 5.1 percent and the breakeven inflation rate signaling caution, they explore whether TIPS are a smart hedge or a crowded trade. Using the latest yield data and the stee...

Lucas and Luna break down the surprising strength in investment-grade corporate bonds as of May 2026. With the LQD ETF up 0.3% over five days and spreads tight despite elevated Treasury yields, they explore what the bond market's risk appetite says about recession fears. Lucas points to the 10-year yield easing from 4.67% to 4.57% as a signal that rate anxiety is fading, while Luna questions wheth...

Lucas and Luna dig into the steepening yield curve, a topic that's heating up in May 2026. With the 10-year Treasury yield at 4.67% and the 2-year at 4.13%, the spread has widened to 54 basis points, up from near-zero a year ago. They explain what drives a steepening curve—often expectations of higher growth or inflation—and what it signals for bond portfolios. Lucas breaks down the difference bet...

In the debut episode of The Bond Investing Podcast, Lucas and Luna anchor on the ten-year Treasury yield breaking above 4.59 percent as of May 15, 2026 — the highest level in over a year. They unpack what's driving the selloff: stubborn inflation data, the Fed holding rates at 3.64 percent, and a yield curve that is steepening rather than inverting. Lucas walks through how bond ETFs like TLT, IEF,...