The Treasury Market Just Did Something We Haven’t Seen Since 2007

The Treasury Market Just Did Something We Haven’t Seen Since 2007

May 27, 2026 · 22 min · Episode 470

About this episode

The episode discusses the recent changes in the Treasury market and the implications of the U.S. national debt on investors.

Are bonds becoming more attractive again? Or is the exploding U.S. national debt a ticking time bomb for investors? Welcome to the 300th episode of The Market Moment! In this milestone episode, Matt, John, and Lee dive deep into the massive shifts happening in the fixed income and Treasury markets. After a brutal couple of years for fixed income, long‑duration Treasury yields recently climbed over 5%… for the first time since the 2008 financial crisis. They break down the exact math of why bonds got crushed when the Fed rapidly hiked rates, the critical difference between investing in bonds for steady income versus total return, and how creeping inflation might force the Fed to keep rates higher for longer. We also tackle the massive elephant in the room: the U.S. government spending a staggering $1 trillion annually just to service the interest on our national debt. They discuss what this means for investor confidence, foreign nations offloading Treasuries, and the long-term macro outlook. #nationaldebt #bondmarket #interestrates #macroeconomics #TheMarketMoment Enjoyed the episode? Don’t forget to: 👍 Like & 💬 The guys mentioned that the U.S. is spending nearly $1 trillion…

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