The Bond Market vs Kevin Warsh

The bond market has been sending the Fed a message for months, and the S&P 500 is within 1% of an all-time high. This episode drills into what the ten-year yield spike to 4.56% and the two-year at 3.58% mean for the incoming Fed chair Kevin Warsh, who gets sworn in Friday. Lucas and Luna break down the Yardeni warning that the Fed will have to hike in July to appease bond vigilantes, the inverted yield curve's slow unwind, and what history says about new Fed chairs and market stress. Plus: why the 10-year breakeven inflation rate dropping to 2.44% is both good and worrying — and how a hawkish new chair could rattle the equity rally. #BondMarket #FederalReserve #KevinWarsh #BondVigilantes #YieldCurve #Inflation #TenYearYield #FedPolicy #StockMarket #S&P500 #Economics #InterestRates #EdYardeni #MonetaryPolicy #FOMC #FexingoBusiness #BusinessPodcast #USEconomy Keep every episode free: buymeacoffee.com/fexingo