Why the Yield Curve Is Steepening Again

The 10-year Treasury yield has climbed to 4.69 percent, the 30-year is back above 5.2 percent, and the yield curve is steepening for the first time in months. Lucas and Luna unpack what this shift actually signals for investors: a market betting on Fed cuts, a bond market pricing in slower growth, and a steepener that might be flashing a warning. They dig into the July jobs miss, the jump in the VIX, and why Berkshire's Greg Abel starting to deploy that massive cash hoard might be the most telling sign of all. Plus, they answer the question every dip-buyer is asking: is this the start of a rotation into defensive quality, or just a pause before the next leg? #YieldCurve #TreasuryYields #FederalReserve #InterestRates #BondMarket #StockMarket #BerkshireHathaway #GregAbel #VIX #JobsReport #EconomicSlowdown #QualityStocks #DefensiveStocks #InvestmentStrategy #Finance #BusinessPodcast #FexingoBusiness #BearMarketPodcast Keep every episode free: buymeacoffee.com/fexingo