Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How Neel Kashkari Just Changed Rate Hike Expectations
Minneapolis Fed President Neel Kashkari surprised markets on Friday by saying he expects a rate hike this year — this as the VIX sits at 18.41 and the Nasdaq has dropped 3.3% in five days. Lucas and Luna break down what Kashkari's specific language means for the soft-landing narrative, why the 2-year Treasury yield at 4.09% suggests bond traders are listening, and how investors should position portfolios for a potential hike that most thought was off the table. They also examine the historical record: the last time a Fed official telegraphed a hike into a slowing economy, and whether…
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