‘Warsh’ and Dry

‘Warsh’ and Dry

From Basis Points by Basis Points by WisdomTree Asset Management

May 20, 2026 · 4 min

About this episode

Kevin Flanagan discusses the resurgence of inflation fears and the implications for the bond market.

Inflation fears are back, with Treasury yields climbing sharply and markets now pricing in a potential Fed rate hike by 2027. This week on the Basis Points podcast, Kevin Flanagan explains why the “inflation trade” has taken hold and makes the case for Treasury Floating Rate Notes as a key defense in today’s bond market. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/investments/multimedia/basis-points-podcasts#Listen%20now Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

People in this episode

Guest: Kevin Flanagan

Topics covered

  • inflation
  • Treasury yields
  • Fed rate hike
  • bond market
  • Treasury Floating Rate Notes

Keywords

  • inflation
  • Treasury yields
  • Fed rate hike
  • bond market
  • Treasury Floating Rate Notes

Mentioned in this episode

Organizations: WisdomTree Asset Management, Basis Points, Treasury, Fed

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