Will the Bond Market Force Central Banks to Raise Rates?

<p>The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward. We also discuss New York’s proposed second-home tax and government-backed grocery stores, the escalating conflict between the US and Iran, Korea’s margin-call meltdown, growing weakness in the bond market, pressure on the Canadian dollar, and why the energy sector may present one of today’s most compelling investment opportunities.</p><p><br></p><p>Start an investment portfolio that&#39;s built to perform with Neighbourhood Holdings! </p><p>For Mortgage Brokers: <a href="https://www.neighbourhood.com/looniehour-brokers" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour-brokers</a></p><p>For Investors and Advisors: <a href="https://www.neighbourhood.com/looniehour" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour</a></p><p><br></p><p>Schedule a call with IceCap Asset Management: <a href="https://icecapassetmanagement.com/contact/" target="_blank" rel="noopener noreferer">https://icecapassetmanagement.com/contact/</a></p><p><br></p><p>✉️ Media &amp; Real Estate Inquiries: <a href="mailto:steve@stevesaretsky.com" target="_blank" rel="noopener noreferer">steve@stevesaretsky.com</a></p><p><br></p><p>Stay up to date with our information -</p><p>📫 My Real Estate Substack: </p><p><a href="https://stevesaretsky.substack.com" target="_blank" rel="noopener noreferer">https://stevesaretsky.substack.com</a></p><p>📫 The Loonie Hour Substack: </p><p><a href="https://looniehour.substack.com/about" target="_blank" rel="noopener noreferer">https://looniehour.substack.com/about</a></p><p><br></p><p>📊➡️ Loonie Hour Socials: <a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>🎙️ Listen to the Podcast on Your Preferred Platform:</p><p><a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>Timestamps:</p><p>00:00 Introduction</p><p>04:58 Canada’s Housing Bailouts Aren’t Working</p><p>09:14 Will Higher Taxes Drive Capital Away?</p><p>15:31 Canada’s Empty Homes Taxes</p><p>16:57 When Homeowners Are Forced to Sell</p><p>20:10 Could Canadian Housing Stagnate for a Decade?</p><p>21:51 Kevin Warsh’s New Federal Reserve</p><p>22:51 The End of Forward Guidance</p><p>24:44 Why the Fed May Raise Interest Rates</p><p>26:22 Is the US Dollar About to Explode Higher?</p><p>28:34 Quantitative Easing Never Really Ended</p><p>30:50 What to Expect at Jackson Hole</p><p>32:19 US 30-Year Treasury Yields Surge</p><p>33:49 Could Long-Term Rates Eventually Reach 20%?</p><p>37:02 America’s Growing Debt Wall</p><p>39:01 Why the Bond Market Keeps Deteriorating</p><p>41:48 The US-Iran War Escalates Again</p><p>42:44 Are We Already in World War III?</p><p>45:13 The Rotation Out of Technology Stocks</p><p>46:22 Korea’s Leveraged Investing Disaster</p><p>47:02 The AI Hedge Fund That Blew Up</p><p>50:59 The Market’s Back-to-Back Bubbles</p><p>52:15 Hedge Funds Turn Bearish on the Canadian Dollar</p><p>54:26 The Market’s Biggest Current Debate</p><p>55:12 US Mortgage Rates Reach a One-Year High</p><p>56:19 America’s Multifamily Housing Crisis</p><p>57:06 Cheap Money Created an Oversupply Problem</p><p>57:30 The Feds Inflated Home Prices</p><p><br></p><p>Disclaimer:</p><p>The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a &quot;loonie&quot; into any of these financial markets.</p><p><br></p><p>#LoonieHour #macroeconomics #geopolitics</p>