Episode
Why the Yield Curve Steepening Is Bullish for Banks
- Published
- Jul 14, 2026
- Duration seconds
- 530
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Summary
The yield curve has been steepening for months, and the 10-year Treasury now yields 4.59%—the highest since early 2026. Lucas and Luna unpack why this matters for regional banks, how it affects net interest margins, and whether it signals a soft landing or something more fragile. They look at the spread between the 2-year and 10-year, which has widened by 50 basis points since April, and discuss what it means for lenders like JPMorgan and Bank of America. Plus, a glance at the inverted curve's history and why this steepening could be a tailwind for bank stocks—if it holds. #YieldCurve #Banking #NetInterestMargin #RegionalBanks #JPMorgan #BankOfAmerica #TreasuryYields #SoftLanding #FedPolicy #SteepeningCurve #Economics #Business #FexingoBusiness #BusinessPodcast #EconomicForecast #BankStocks #Inversion #InterestRateRisk Keep every episode free: buymeacoffee.com/fexingo