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Why Dividend Stocks Are Breaking Down with the Economy
Season 2
Episode 68
Published 1 month, 3 weeks ago
Description
The S&P 500 is down 1.1% in the past five days, but the damage is far worse in dividend stocks: SCHD off 2.3%, O down 2.5%, Verizon plunging 3.6%. Meanwhile, the 10-year Treasury yield has slipped to 4.46% and the economy is flashing warning signs. Lucas and Luna break down why dividend stocks are suddenly leading the market lower, what falling Treasury yields mean for income investors, and the three things to watch that could force a Fed pivot. They also look at what Alan Greenspan's passing at age 100 means for the current economic debate—and why the new Fed chair Kevin Warsh sees the world differently. Plus, they share why the dividend strategy that worked in June 2025 may not work in mid-2026.