October 05, 2023

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

28 minutes

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

Connect with our hosts

Doug Stokes

Greg Stokes

Stokes Family Office

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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.

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