Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Odds of a Fed Hike Surge as Oil Rips Higher
With the 10-year Treasury yield at 4.67% and oil pushing above $100, markets are suddenly pricing in a real chance of a Federal Reserve rate hike. Lucas and Luna break down the mechanics behind the odds surge, what $100 oil means for inflation expectations, and why the bond market is sending a different signal than the stock market. They discuss how the VIX at 18.70 and the VVIX at 102.17 suggest options markets are bracing for a volatility spike. Plus, the hosts examine what history says about rate hike cycles during oil shocks and whether the Fed can afford to tighten further without…
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