Why the 2-Year Treasury Yield Matters More Now Than the 10-Year

The 2-year Treasury yield has been creeping up relative to the 10-year, and the spread has narrowed from 49 basis points to 43 basis points in just a few days. Lucas and Luna unpack why the short end of the curve has become the dominant signal for rate expectations, what the Fed's next move looks like, and how bond investors should adjust duration positioning. They also discuss the impact of a potential oil shock from the Strait of Hormuz closure and what it means for inflation expectations in the bond market. If you've been watching the 10-year yield and ignoring the 2-year, this episode will change your focus. #2YearTreasury #YieldCurve #BondInvesting #FedPolicy #ShortDuration #TreasuryYields #InterestRates #Inflation #OilShock #StraitOfHormuz #PiperSandler #DurationStrategy #FexingoBusiness #Finance #BusinessPodcast #BondMarket #Macro #FixedIncome Keep every episode free: buymeacoffee.com/fexingo