How Neel Kashkari Just Changed Rate Hike Expectations

Minneapolis Fed President Neel Kashkari surprised markets on Friday by saying he expects a rate hike this year — this as the VIX sits at 18.41 and the Nasdaq has dropped 3.3% in five days. Lucas and Luna break down what Kashkari's specific language means for the soft-landing narrative, why the 2-year Treasury yield at 4.09% suggests bond traders are listening, and how investors should position portfolios for a potential hike that most thought was off the table. They also examine the historical record: the last time a Fed official telegraphed a hike into a slowing economy, and whether this time is different. A focused, data-driven conversation about one specific policy signal and its ripple effects across equities, bonds, and volatility markets. #NeelKashkari #FederalReserve #RateHike #SoftLanding #TreasuryYields #VIX #Nasdaq #BondMarket #MonetaryPolicy #FOMC #StockMarket #Volatility #BearMarket #InvestingStrategy #Finance #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo