Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
What the 10-Year Yield at 4.55 Means for Your Portfolio
With the 10-year Treasury yield hitting 4.55 percent on June 5, 2026—up from 4.47 the week before—Lucas and Luna break down what this move means for stocks, bonds, and your portfolio. They explain why the yield's rise is compressing equity valuations, making growth stocks like those in the Nasdaq particularly vulnerable (the index is down 4.3 percent in five days). They also discuss how the steepening yield curve (the 10Y-2Y spread is now 0.41) is a signal that the bond market is pricing in stronger growth—and why that might not be good news for rate-cut hopefuls. Lucas draws on the 2022…
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