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How Fed Governor Bowman Is Fighting a Rate Hike
This episode of The Bear Market Podcast dives into Fed Governor Michelle Bowman's rare public warning against hiking interest rates in response to an inflation spike. Lucas and Luna unpack her May 29 statement, what it signals about internal Fed divisions, and why markets are paying attention. They connect it to the current VIX at 15.32 and the steepening yield curve, exploring how Bowman's stance could shape bond strategy and equity positioning. The conversation also touches on the political pressure on the Fed and what it means for investors navigating late-cycle dynamics. A…
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