Surging Bond Yields Will Delay Housing Recovery

Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver records its slowest August sales since 2012, and rising energy prices could complicate the outlook for inflation and interest rates within the country.

Start an investment portfolio that's built to perform with Neighbourhood Holdings!

For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokers

For Investors and Advisors: https://www.neighbourhood.com/looniehour

Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/

✉️ Media & Real Estate Inquiries: [email protected]

Stay up to date with our information -

📫 My Real Estate Substack:

https://stevesaretsky.substack.com

📫 The Loonie Hour Substack:

https://looniehour.substack.com/about

📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour

🎙️ Listen to the Podcast on Your Preferred Platform:

https://linktr.ee/looniehour

Timestamps:

00:00 Introduction

05:14 Vancouver Housing Sales Hit 2012 Lows

09:48 Builders Get Aggressive on Prices

14:56 Rent Controls & Canada’s Housing Supply

22:46 Why Rent Controls Don’t Work

27:50 Bank of Canada & Interest Rates

30:36 Central Banks Talk Tough on Inflation

38:01 Global Bond Yields Are Surging

41:39 Is a Sovereign Debt Crisis Coming?

43:15 The Ultimate Bond Market Bear Trap

45:38 Canada’s GDP Gets Revised Higher

47:55 Could the Bank of Canada Raise Rates?

51:15 The Overlooked Energy Trade

52:55 Russia-Ukraine Energy Infrastructure Attacks

56:32 Global Oil & Natural Gas Supply Tightens

59:38 The Bull Case for Commodities

01:01:50 Energy Prices Are Spiking

01:04:36 The Opportunity in Higher Oil Prices

Disclaimer:

The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.

#LoonieHour #macroeconomics #bondmarket