Why the Two-Year Yield Is Falling Again episode artwork

EPISODE · Jul 29, 2026 · 6 MIN

Why the Two-Year Yield Is Falling Again

from The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy · host Fexingo

In this episode, Lucas and Luna revisit the two-year Treasury yield, which has reversed its recent uptrend and dropped roughly 10 basis points in a week to 3.69%. They explore why the bond market is now pricing in a Fed rate cut as soon as November, despite a slight uptick in core PCE inflation. The discussion contrasts the US market's easing bets with Singapore's surprising tightening move, and highlights what the interest on reserve balances (IORB) at 3.65% tells us about the Fed's likely next move. Specific data points include the 2-year yield decline, the IORB rate, and the core PCE price index. A natural donation segment is seamlessly woven into the conversation. #FederalReserve #TwoYearYield #BondMarket #RateCutBets #MonetaryPolicy #FOMC #Inflation #CorePCE #IOER #YieldCurve #TreasuryYields #CentralBank #Economics #Podcast #FexingoBusiness #BusinessPodcast #MarketAnalysis #July2026 Keep every episode free: buymeacoffee.com/fexingo

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Why the Two-Year Yield Is Falling Again

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This episode was published on July 29, 2026.

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