The Loonie Hour
The Loonie Hour
Steve Saretsky
Surging Bond Yields Will Delay Housing Recovery
1 hour 7 minutes Posted Sep 4, 2026 at 2:23 pm.
Introduction05:14 Vancouver Housing Sales Hit 2012 Lows09:48 Builders Get Aggressive on Prices14:56 Rent Controls & Canada’s Housing Supply22:46 Why Rent Controls Don’t Work27:50 Bank of Canada & Interest Rates30:36 Central Banks Talk Tough on Inflation38:01 Global Bond Yields Are Surging41:39 Is a Sovereign Debt Crisis Coming?43:15 The Ultimate Bond Market Bear Trap45:38 Canada’s GDP Gets Revised Higher47:55 Could the Bank of Canada Raise Rates?51:15 The Overlooked Energy Trade52:55 Russia-Ukraine Energy Infrastructure Attacks56:32 Global Oil & Natural Gas Supply Tightens59:38 The Bull Case for Commodities01:01:50 Energy Prices Are Spiking01:04:36 The Opportunity in Higher Oil PricesDisclaimer: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
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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-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: [email protected] 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/looniehourTimestamps:00:00 Introduction05:14 Vancouver Housing Sales Hit 2012 Lows09:48 Builders Get Aggressive on Prices14:56 Rent Controls & Canada’s Housing Supply22:46 Why Rent Controls Don’t Work27:50 Bank of Canada & Interest Rates30:36 Central Banks Talk Tough on Inflation38:01 Global Bond Yields Are Surging41:39 Is a Sovereign Debt Crisis Coming?43:15 The Ultimate Bond Market Bear Trap45:38 Canada’s GDP Gets Revised Higher47:55 Could the Bank of Canada Raise Rates?51:15 The Overlooked Energy Trade52:55 Russia-Ukraine Energy Infrastructure Attacks56:32 Global Oil & Natural Gas Supply Tightens59:38 The Bull Case for Commodities01:01:50 Energy Prices Are Spiking01:04:36 The Opportunity in Higher Oil PricesDisclaimer: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