Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why the Curve Steepening Isnt the Signal You Think
In this episode of The Bear Market Podcast, Lucas and Luna unpack a seemingly bullish signal that might actually be a warning: the steepening yield curve. With the 10-year Treasury at 4.69% and the 2-year at 4.25%, the spread has widened to 46 basis points, but as Lucas explains, not all steepenings are created equal. They dissect the difference between a growth-driven steepening and an inflation-driven one, using historical examples like the 2004-2006 period and the 2013 taper tantrum to show why today's move—driven by rising term premium and sticky inflation—could spell trouble for…
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