Tracking Movement in the Bond, Interest Rate, & Housing Markets

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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