What the Fed Pivot Means for Your Bond Portfolio

On June 17, 2026, the Federal Reserve held rates steady but made a hawkish shift in its statement—removing cutting bias and signaling a potential hike later this year. Lucas and Luna break down what this 'pivot' actually means for bond investors, from the two-year Treasury yield at 4.05 percent to the ten-year at 4.43 percent. They discuss why the yield curve is still inverted, how Fed Chairman Warsh is reshaping expectations, and what concrete moves retail investors should consider—like shortening duration or looking at floating rate ETFs. No hot takes, just the numbers and a clear framework for navigating a regime where tightening might not be over. #Fed #FederalReserve #JeromePowell #KevinWarsh #TreasuryYields #YieldCurve #BondMarket #FixedIncome #InterestRates #HawkishPivot #DurationRisk #FloatingRate #ETFs #PortfolioManagement #Investing #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo