What the MBS Spread Reveals About the Bond Market Now

What this episode covers

Episode 30 of The Bond Market Podcast examines mortgage-backed securities and the widening MBS spread as a signal for fixed-income investors. Lucas and Luna break down how the spread over Treasuries has moved to 150 basis points, what that implies for prepayment risk and Fed policy, and why agency MBS might be a contrarian play in mid-2026. Using current data—10-year yield at 4.46, 30-year at 4.97, and the TLT ETF at 85.31—they connect the dots between housing, the yield curve, and portfolio strategy. A must-listen for anyone curious about how the bond market's less-talked-about corners reflect broader economic stress. #MBS #MortgageBackedSecurities #BondMarket #Treasuries #YieldCurve #FixedIncome #FedPolicy #PrepaymentRisk #AgencyMBS #SpreadWidening #TLT #IEF #BND #30YearTreasury #10YearYield #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners?

This episode is 10 minutes long.

When was this The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners episode published?

This episode was published on June 4, 2026.

What is this episode about?

Episode 30 of The Bond Market Podcast examines mortgage-backed securities and the widening MBS spread as a signal for fixed-income investors. Lucas and Luna break down how the spread over Treasuries has moved to 150 basis points, what that implies...

Can I download this The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.