Why Bond Market Liquidity Is Drying Up in Plain Sight episode artwork

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

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

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Why Bond Market Liquidity Is Drying Up in Plain Sight

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

This episode is 6 minutes long.

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This episode was published on June 17, 2026.

What is this episode about?

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...

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