How Dividend Stocks Beat Bonds in a Steepening Curve

Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios · Aug 18, 2026 · 7m · transcript

As the yield curve steepens and long-term Treasury yields climb above 5 percent, dividend investors face a critical question: can income stocks still compete? Lucas and Luna dig into the data — JNJ, KO, and VZ are up this week while the S&P 500 dips, and VYM lags SCHD and DVY. They argue that a steepening curve isn't automatically bad for dividend payers; it depends on pricing power, balance sheets, and where you sit in the value-growth spectrum. They also unpack why Johnson & Johnson's 3.9 percent weekly gain stands out in a flat rate environment, and what the 10-year Treasury at…