How the 30-Year Yield Nears 5 Percent and What It Means

The 30-year Treasury yield is flirting with 5 percent again, hitting 4.99 as of late May 2026. Lucas and Luna dig into why long-duration bonds are under pressure, what it signals about inflation expectations and fiscal policy, and how bond investors should position portfolios. They contrast the 30-year with the 2-year yield at 3.98, highlighting the steepening yield curve. The hosts also discuss the impact on mortgage rates, pension funds, and the resurgence of TIPS as a hedge. A specific look at the long bond's role in today's macro environment. #30YearTreasury #TreasuryYields #BondMarket #YieldCurve #Inflation #FiscalPolicy #LongDuration #TIPS #MortgageRates #PensionFunds #FixedIncome #BondInvesting #FexingoBusiness #BusinessPodcast #Finance #Macro #SteepeningCurve #DurationRisk Keep every episode free: buymeacoffee.com/fexingo