How the Bond Market Is Pricing the Inflation Debate

On this episode of Economic Indicators, Lucas and Luna unpack why bond yields are climbing even as inflation data cools. They dig into the ten-year Treasury yield's rise to 4.7 percent, the inflation breakeven at 2.34 percent, and what the market is really saying about the Fed's next move. With core CPI still sticky at 336.8 and the latest jobs report showing a cooling labor market, they explore the disconnect between soft-landing hopes and hard-nosed bond math. Lucas explains the mechanics of breakevens and term premia, while Luna pushes back on whether the bond vigilantes are back. They also touch on the Treasury General Account strategy and how buybacks might reshape the curve. If you've ever wondered why bond yields matter beyond the headlines, this episode gives you a clear framework without the jargon. No ads, just analysis. #BondMarket #Inflation #TreasuryYields #FederalReserve #EconomicIndicators #MacroEconomics #CPI #CoreCPI #BreakevenInflation #TenYearTreasury #MonetaryPolicy #BondBuybacks #TreasuryGeneralAccount #LaborMarket #JobsData #Markets #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo