EPISODE · Jun 17, 2026 · 6 MIN
Why Bond Market Liquidity Is Drying Up in Plain Sight
from The Bond Market Podcast with Fexingo: Treasuries, Yields, and Fixed Income for Beginners · host Fexingo
Episode 57 of The Bond Market Podcast. Lucas and Luna examine a creeping problem in the Treasury market: dwindling depth in the order book even as yields drift lower. Using the latest data from June 17, 2026 — with the 10-year at 4.47 percent and the 30-year holding near 4.97 — they explain why liquidity metrics from bid-ask spreads to dealer inventories all point the same way. Lucas breaks down how post-crisis regulations, balance sheet costs, and the Fed's shrinking footprint have quietly hollowed out the market's plumbing. Luna asks whether ETF growth — funds like TLT and IEF are up on the week — actually masks the problem rather than solves it. A focused look at the structural fragility behind the calm. This is the bond market conversation beginner and intermediate listeners need to hear. #BondMarket #TreasuryYields #MarketLiquidity #FixedIncome #FederalReserve #TLT #IEF #SHY #LQD #HYG #ETF #Finance #Economics #Investing #WallStreet #FexingoBusiness #BusinessPodcast #BondMarketPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Episode 57 of The Bond Market Podcast. Lucas and Luna examine a creeping problem in the Treasury market: dwindling depth in the order book even as yields drift lower. Using the latest data from June 17, 2026 — with the 10-year at 4.47 percent and the 30-year holding near 4.97 — they explain why liquidity metrics from bid-ask spreads to dealer inventories all point the same way. Lucas breaks down how post-crisis regulations, balance sheet costs, and the Fed's shrinking footprint have quietly hollowed out the market's plumbing. Luna asks whether ETF growth — funds like TLT and IEF are up on the week — actually masks the problem rather than solves it. A focused look at the structural fragility behind the calm. This is the bond market conversation beginner and intermediate listeners need to hear. #BondMarket #TreasuryYields #MarketLiquidity #FixedIncome #FederalReserve #TLT #IEF #SHY #LQD #HYG #ETF #Finance #Economics #Investing #WallStreet #FexingoBusiness #BusinessPodcast #BondMarketPodcast Keep every episode free: buymeacoffee.com/fexingo
NOW PLAYING
Why Bond Market Liquidity Is Drying Up in Plain Sight
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m