How the Fed Statement Rewrite Reshapes Bond Strategy episode artwork

EPISODE · Jun 17, 2026 · 7 MIN

How the Fed Statement Rewrite Reshapes Bond Strategy

from The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy · host Fexingo

The June 17, 2026 Fed decision saw Chairman Warsh dramatically rewrite the rate statement, stripping out any cutting bias and signaling a potential hike later this year. Lucas and Luna break down what this means for bond investors: how the 2-year yield is reacting, why the 10-year is stuck at 4.43, and whether the new FOMC language shifts the odds for a 2026 rate increase. They also discuss what Jeffrey Gundlach's warning about Warsh being no 'easy money' chair means for duration positioning and yield-curve trades. #FOMC #FederalReserve #Warsh #BondMarket #Treasuries #YieldCurve #Gundlach #RateHike #MonetaryPolicy #FixedIncome #Investing #Finance #Business #FexingoBusiness #BusinessPodcast #BondInvesting #TwoYearYield #TenYearYield Keep every episode free: buymeacoffee.com/fexingo

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This episode was published on June 17, 2026.

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