Tracking Movement in the Bond, Interest Rate, & Housing Markets
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Show Notes
We kick off this week looking at the bond yield and the risk/reward that the bond/fixed income market presents. We’ll also look at how interest rates/inflation are affecting housing, stocks, the odds of a recession, and general consumer spending.
Key Takeaways
- [00:16] - Looking at the Bond yield
- [07:38] - The risk/reward of bonds now and in the future
- [11:45] - An update on mortgage rates and the housing market
- [15:50] - How is the stock market reacting?
- [19:21] - Real estate index fund performance
Links
- The recent surge in the yield on the 10-year US Government bonds.
- US Treasuries, who is holding the bag?
- Ultra-long-duration Treasury bonds have lost more in % than stocks during the Great Financial Crisis
- Timmer: the higher rates go, the more compelling the risk-reward becomes for bonds
- Have bonds finally reached escape velocity?
- Bond buyers battered as Austria's 100-year note shows the danger of duration risk
- Goldman Sachs expects the 30-year fixed mortgage rate to average 6.8% in 2024
- How the U.S. stock market typically declines historically
- Truflation
- VNQ, the ETF Vanguard real estate index fund
- Fear and Greed Index
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.