Surging Bond Yields Will Delay Housing Recovery
Notes de l’épisode
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.
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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