Are we Reaching Capitulation in the Bond Market?

Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as well as the possibility that a short-term recovery in bonds could ultimately prove to be a bear trap. Meanwhile, B.C.’s condo market continues to struggle with thousands of completed and unsold units as developers face mounting pressure. We also discuss Canada’s debt maturity schedule, Saskatchewan's push toward nuclear power, taxes and talent retention, and the renewed debate over immigration and temporary foreign workers. Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th! Get Your Tickets Here: Ottawa - https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341 Montreal - https://www.eventbrite.com/e/montreal-the-loonie-hour-investor-series-october-15th-tickets-2000498679402 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: [email protected] 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 04:28 Loonie Hour Investor Series 07:26 B.C. Election & David Eby’s Condo Tax 10:40 Taxing Unsold New Condos 12:31 B.C.’s Growing Condo Inventory 14:39 Developers Cutting Prices & Raising Commissions 16:19 Why Developers Can’t Simply Slash Prices 18:02 Bond Stress Meets the Housing Market 19:49 Loonie Hour Investor Series 21:39 The Global Bond Selloff 23:08 High-Yield Credit Spreads Are Moving 26:12 Is a Bond Market Recovery a Bear Trap? 27:52 Tightening Financial Conditions 30:42 Bond Market Warning Signals 33:55 U.S. Economy Complicates the Rate Outlook 36:59 Canada’s Coming Debt Maturity Wall 38:29 Canada Reshapes Its Debt Profile 40:17 Why U.S. and Canadian Bond Yields Differ 45:22 Canada Still Doesn’t Have a Budget 46:58 Saskatchewan Pushes Nuclear Power 50:04 Canada’s Changing Energy Policy 51:25 High Taxes & Canadian NHL Teams 53:45 Canada’s Talent Retention Problem 54:25 Property Tax Freeze for Seniors 56:00 Generational Inequality in Canada 56:22 Canada’s Immigration Debate Returns 01:01:18 Ottawa & Montreal Events Disclaimer: 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