Surging Bond Yields Will Delay Housing Recovery

Surging Bond Yields Will Delay Housing Recovery

September 4, 2026 · 1h 7m · Episode 258

About this episode

The episode discusses the impact of surging bond yields on the housing market and inflation concerns in Canada and globally.

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: steve@stevesaretsky.com 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…

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