How Dividend Stocks Survive a 4.40 Percent Ten-Year Treasury

The ten-year Treasury yield is at 4.40 percent, down slightly from last week but still high enough to compete with dividend stocks. In this episode, Lucas and Luna examine which dividend sectors are holding up and which are getting squeezed. They focus on the divergence between high-yield REITs like Realty Income (up 4.2% in five days) and defensive dividend growers like Johnson & Johnson (up 10.1% in five days). Lucas explains why JNJ's 3.7% yield and 10% rally suggest investors are rotating into quality, while O's 5.7% yield shows income-seekers still chasing yield but with more caution. They also touch on the flattening yield curve—the 10-year minus 2-year spread is just 31 basis points—and what that means for dividend stock selection. The conversation includes a brief, natural mention of listener support via Buy Me a Coffee, tied to the show's focus on helping investors make smarter income decisions. Specific data points: VYM at $158.22, SCHD at $32.09, DVY at $158.16, KO at $82.63, VZ at $46.54, MO at $73.79. #DividendInvesting #TreasuryYields #RealtyIncome #JohnsonAndJohnson #DividendStocks #YieldCurve #REITs #IncomeInvesting #VYM #SCHD #DVY #Kashkari #FedRateHike #Finance #FexingoBusiness #BusinessPodcast #DividendGrowth #BondMarket Keep every episode free: buymeacoffee.com/fexingo