How the Yield Curve Steepening Changes Bond Investing

With the 10-year Treasury yield at 4.49% and the 2-year at 4.20%, the spread has widened to 27 basis points — up from near zero just months ago. Lucas and Luna break down what this yield curve steepening means for bond investors, stock portfolios, and the Fed under Kevin Warsh. They look at historical parallels, how different duration bonds behave in a steepening environment, and why the 'barbell strategy' is making a comeback. If you own bonds or are sitting on cash, this episode gives you a concrete framework for positioning in a regime where long-term yields are rising faster than short-term rates. No jargon, just the mechanics that matter. #YieldCurve #BondInvesting #KevinWarsh #FederalReserve #TreasuryYields #DurationRisk #BarbellStrategy #FixedIncome #SteepeningCurve #PortfolioManagement #10YearYield #BondMarket #Finance #Investing #FexingoBusiness #BusinessPodcast #BearMarketPodcast #MarketRegime Keep every episode free: buymeacoffee.com/fexingo