Ep. 105 - Why Mortgage Rates Are Skyrocketing | Runaway Bonds
In this episode, we break down the forces causing mayhem in the bond market. Think of it like a tsunami of Treasuries flooding in with barely a trickle of buyers. Massive government spending has jacked up supply, while the Fed, foreign countries, and quantitative easing have evaporated their demand. To lure in more buyers, the government is cranking up bond yields. But this sparks a ripple effect across lending markets. The Fed is trapped between its hawkish rhetoric and runaway yields threatening to destabilize the economy. Markets are begging for a Fed pivot to soothe volatility. But will the Fed risk losing credibility by changing course? Learn what's behind the bond frenzy, why yields keep rising, and how it's impacting mortgage rates and the housing market.
[00:00 - 02:10] - Introduction
[02:11 - 05:04] - Explaining the Bond Market Frenzy
[05:05 - 09:21] - The Role of the Federal Reserve
[09:22 - 11:48] - The Fed's Messaging Dilemma
[11:48 - 15:23] - When Will Demand Absorb the Supply?
Key Quote:
"The reality is the feds could easily solve all this by coming out and saying We don't know when we're gonna cut rates, but we're not gonna hike them again.” - Daniel Halvorsen
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