How Dividend Stocks Survive a Steepening Yield Curve in July 2026 cover art

How Dividend Stocks Survive a Steepening Yield Curve in July 2026

How Dividend Stocks Survive a Steepening Yield Curve in July 2026

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Episode 85 of Dividend Investing with Fexingo examines how dividend stocks are holding up as the yield curve steepens in early July 2026. Hosts Lucas and Luna drill into the recent data: the 10-year Treasury yield has risen to 4.44 percent, the spread over the 2-year has widened to 30 basis points, and stocks like Verizon have dropped nearly 9 percent in five days. But not all dividend payers are suffering. Coca-Cola is up 1.1 percent, and Johnson & Johnson has gained 3.7 percent. The episode unpacks why some high-yield stocks get crushed when long-term rates rise, while dividend growers with strong moats actually benefit. Lucas explains the mechanics: a steeper curve signals better economic growth expectations, which helps companies with pricing power but hurts highly leveraged utilities and telecoms. Luna pushes back on whether the curve is really steepening or just normalizing after an inverted period. They conclude with a framework for building a dividend portfolio that can handle shifting rate environments. No clickbait, just clear analysis grounded in current numbers. #DividendInvesting #DividendStocks #YieldCurve #SteepeningYieldCurve #TreasuryYields #Verizon #CocaCola #JohnsonAndJohnson #VYM #SCHD #DVY #IncomeInvesting #PortfolioStrategy #RateHikes #Fed #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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