Consumer Sentiment and the National Debt Connection

Consumer sentiment just hit a record low in May 2026 as inflation worries persist—but what does that have to do with the national debt and Treasury yields? Lucas and Luna unpack the overlooked link between how Americans feel about the economy and the government's cost of borrowing. With the 30-year Treasury at 5.06% and the debt-to-GDP ratio climbing above 122%, they explore why a pessimistic public can drive yields higher, how the Iran conflict is reshaping expectations, and what this means for the Treasury's ability to fund itself. Plus: why the surge in short-term borrowing is piling pressure on future budgets. A focused look at the psychology behind the numbers. #ConsumerSentiment #NationalDebt #TreasuryYields #Inflation #IranWar #FederalReserve #DebtToGDP #BudgetDeficit #BondMarket #YieldCurve #Economics #FiscalPolicy #PublicDebt #CentralBanking #Macroeconomics #MarketPsychology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo