Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
What the Fed Pivot Means for Your Bond Portfolio
On June 17, 2026, the Federal Reserve held rates steady but made a hawkish shift in its statement—removing cutting bias and signaling a potential hike later this year. Lucas and Luna break down what this 'pivot' actually means for bond investors, from the two-year Treasury yield at 4.05 percent to the ten-year at 4.43 percent. They discuss why the yield curve is still inverted, how Fed Chairman Warsh is reshaping expectations, and what concrete moves retail investors should consider—like shortening duration or looking at floating rate ETFs. No hot takes, just the numbers and a clear…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.