Why the Two-Year Yield Is Rising While the Fed Holds

The two-year Treasury yield has climbed to 3.76% even as the Fed funds rate sits flat at 3.63%. Lucas and Luna unpack what's behind the move: new tariff measures, a surprise jump in import prices from China, and the market's growing expectation that the Fed may need to tighten despite falling breakeven inflation. They discuss whether the Fed will acknowledge this signal at the upcoming FOMC meeting and what history says about the reliability of short-term rate moves. #FederalReserve #TwoYearYield #TreasuryYields #MonetaryPolicy #FOMC #InterestRates #Inflation #CPI #PCE #BreakevenInflation #Tariffs #ImportPrices #China #Economics #FexingoBusiness #BusinessPodcast #MarketExpectations #YieldCurve Keep every episode free: buymeacoffee.com/fexingo