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93. Bond Market Breakdown – Is the Fed Losing Control?

Drunk Real Estate

Release Date: 04/17/2025

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More Episodes

Episode 93! In this week’s episode of Drunk Real Estate, the team dives into the surging bond yields, collapsing liquidity, and growing fears that the U.S. treasury market is flashing major warning signs.

Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy?

🔥 In this episode:

  • Why bond yields are rising—even as the market signals weakness
  • Margin calls, liquidity issues, and echoes of 2008
  • Foreign holdings of U.S. debt: Is China fighting back with treasuries?
  • How interest rate volatility could spill into the real estate market
  • The Fed’s next move—and whether it’ll be enough

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