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The Loonie Hour

Sovereign Debt Markets Facing Turmoil in 2025?

Dec 27, 2024
Rising bond yields clash with central banks cutting rates, creating a precarious economic environment. Canadian housing faces increasing defaults, leading to tough times for new constructions. Meanwhile, China's bond market signals trouble, hinting at the need for massive stimulus. The discussion dives deep into the disconnect between wage growth and skyrocketing real estate prices. Global economic trends, especially in AI and shifts in commodities, raise eyebrows, while the implications of inflation in Canada loom large.
01:00:12

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Quick takeaways

  • Rising bond yields amid central bank rate cuts signal increased volatility in debt markets and potential impacts on investment strategies.
  • The Canadian housing market is facing rising defaults and affordability issues, exacerbated by excessive borrowing and stagnant income growth.

Deep dives

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