Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience

How the Yield Spread Is Flashing a Subtle Warning
The yield curve is no longer inverted, but the 10-year minus 2-year spread has narrowed to 43 basis points as of May 2026. Lucas and Luna dig into what this flattening really means for the economy — and why it might be more worrying than a steep inversion. They look back at 2019 and 2007 for context, discuss the role of the 30-year Treasury at 5.10%, and ask whether bond traders are pricing in a policy mistake. A data-driven conversation about the one number every investor should watch this summer.
#YieldCurve #TreasuryYields #BondMarket #10YearTreasury #2YearTreasury #30YearTreasury…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.