How Bond Liquidity Crunch Is Changing Trading Strategy

Lucas and Luna unpack a growing stress point in fixed-income markets: declining liquidity in corporate bond trading. With the 10-year Treasury at 4.45% and credit spreads tight, the ease of buying and selling bonds has quietly deteriorated. They examine what's behind the shift — from dealer balance sheet constraints to the rise of electronic trading — and how it's reshaping execution strategy for institutional and retail investors alike. Specific data on bid-ask spreads and trading volumes grounds the conversation. The hosts also explore how ETFs are both a symptom and a solution. A practical, numbers-driven look at a structural change most bond investors can't afford to ignore. #BondLiquidity #CorporateBonds #FixedIncome #Treasuries #CreditSpreads #BidAskSpread #ETFs #DealerBalanceSheets #ElectronicTrading #InvestmentGrade #HighYield #MarketStructure #PortfolioStrategy #LiquidityRisk #FexingoBusiness #BusinessPodcast #Finance #BondInvesting Keep every episode free: buymeacoffee.com/fexingo