Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why the Yield Curve Steepening Isnt a Recession Signal This Time
The yield curve has steepened to 46 basis points, but Lucas and Luna argue this time is different. They break down why the 10-year minus 2-year spread is widening not because of recession fears, but because of a massive Treasury issuance wave, quantitative tightening, and a resilient economy with real GDP growth at 1.6 percent. They explain how the 'bear steepener' works, why it's actually a sign of fiscal dominance rather than economic weakness, and what it means for your bond portfolio and stock allocation. If you've been worried about an inverted curve predicting a…
The skinny
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