Will the Bond Market Force Central Banks to Raise Rates?
About this episode
The episode discusses the impact of the bond market on central bank policies and various economic issues including housing and investment opportunities.
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. 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 a 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…
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