Surging Bond Yields Will Delay Housing Recovery

<p>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.</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 an exploration 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>05:14 Vancouver Housing Sales Hit 2012 Lows</p><p>09:48 Builders Get Aggressive on Prices</p><p>14:56 Rent Controls &amp; Canada’s Housing Supply</p><p>22:46 Why Rent Controls Don’t Work</p><p>27:50 Bank of Canada &amp; Interest Rates</p><p>30:36 Central Banks Talk Tough on Inflation</p><p>38:01 Global Bond Yields Are Surging</p><p>41:39 Is a Sovereign Debt Crisis Coming?</p><p>43:15 The Ultimate Bond Market Bear Trap</p><p>45:38 Canada’s GDP Gets Revised Higher</p><p>47:55 Could the Bank of Canada Raise Rates?</p><p>51:15 The Overlooked Energy Trade</p><p>52:55 Russia-Ukraine Energy Infrastructure Attacks</p><p>56:32 Global Oil &amp; Natural Gas Supply Tightens</p><p>59:38 The Bull Case for Commodities</p><p>01:01:50 Energy Prices Are Spiking</p><p>01:04:36 The Opportunity in Higher Oil 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 #bondmarket</p>