Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How the 10Y-2Y Spread Steepening Reshapes Portfolios in Late 2026
On this episode of The Bear Market Podcast with Fexingo, Lucas and Luna dig into the 10-year to 2-year Treasury yield spread, now at 47 basis points after staying inverted for over two years. They discuss what the steepening means for bond investors, equity sectors, and the broader economy—without crying recession. Specific data points include the 10-year yield at 4.45%, the 2-year at 3.99%, and the spread's rapid rise from zero. Lucas explains why this time feels different, citing real GDP growth of $24.15 trillion and a resilient labor market. Luna challenges the conventional wisdom…
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