How the Fed's New Chair Is Reshaping National Debt Arithmetic

This episode examines how Kevin Warsh's first FOMC meeting as Federal Reserve chair affects the US Treasury's borrowing costs and long-term debt trajectory. With the 30-year yield at 4.93% and the debt-to-GDP ratio at 122.6%, Lucas and Luna walk through the specific mechanics of how a hawkish Fed chair influences auction demand, rollover risk, and the fiscal arithmetic. They discuss Warsh's known preference for tighter policy, the flattening yield curve, and what this means for the $38.5 trillion federal debt. No hot takes—just a clear breakdown of the linkages between monetary policy and the national debt. #KevinWarsh #FederalReserve #NationalDebt #TreasuryYields #FiscalPolicy #MonetaryPolicy #DebtToGDP #YieldCurve #FOMC #FederalBorrowing #Economics #Treasury #InterestRates #DebtServiceCosts #FiscalOutlook #FexingoBusiness #BusinessPodcast #FedChair Keep every episode free: buymeacoffee.com/fexingo