EPISODE · May 26, 2026 · 10 MIN
The Yield Curve Un-inversion That Has Everyone Confused
from The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy · host Fexingo
The yield curve has been inverted for over two years — the longest stretch on record. Now it's suddenly steepening, with the 10-year Treasury yield dropping 23 basis points in a week while short-term rates hold steady. Lucas and Luna break down what the bond market is actually saying: Is the Fed finally winning the inflation fight, or is the curve signaling something else entirely? They dig into the 10-year breakeven inflation rate at 2.40%, the flat unemployment rate at 4.3%, and why the Russell 2000's 3.4% weekly gain tells a different story than the S&P 500's 1% creep. It's a macro moment that rewards patience over panic — and a reminder that the bond market is the only forecast that matters. #YieldCurve #BondMarket #FederalReserve #Inflation #TreasuryYields #EconomicIndicators #MacroEconomics #SteepeningCurve #BreakevenInflation #SmallCaps #Russell2000 #JobsReport #Unemployment #FexingoBusiness #BusinessPodcast #TheMacroMemo #LucasAndLuna #MarketSignal Keep every episode free: buymeacoffee.com/fexingo
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The Yield Curve Un-inversion That Has Everyone Confused
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