Home disadvantage: risks in housing markets

房地产市场风险

The Intelligence from The Economist

2026-09-24

23 分钟
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Rich-world house prices survived the last fit of interest-rate rises; our correspondent lays out why they may not this time. Nine months after Australia banned social media for under-16s, we ask if anything has changed. And a critical look at Israel’s hit show “Fauda” as it tackles the atrocities of October 7th. Guests and host: • Callum Williams, senior economics writer • Josh Spencer, Asia news editor • Andrew Miller, special correspondent • Jason Palmer, co-host of “The Intelligence” Topics covered: • housing markets, bond yields, interest rates • Australia, social media bans • “Fauda”, October 7th Listen to what matters most, from global politics and business to science and technology—subscribe to The Economist. Hosted on Acast. See acast.com/privacy for more information.
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  • The Economist.

  • Hello and welcome to The Intelligence from The Economist.

  • I'm Jason Palmer.

  • Today on the show, checking in on Australia's social media ban

  • and Israel's series Fauda as a study in trauma.

  • But first,

  • We've been taking careful note of rising bond yields

  • all over the rich world and the jitters that come with them.

  • High yields mean high borrowing costs for governments,

  • businesses, and consumers alike.

  • Homeowners and house hunters might be reckoning that,

  • as has happened in the not-so-distant past,

  • all that bond twitchiness doesn't mean much for them.

  • Well, this time around, maybe it will.

  • The first thing people turn to when thinking about bond yields

  • is the effect on government debt and government borrowing,

  • but it could have another big effect on the economy,

  • which is in the housing market.

  • Callum Williams is our senior economics writer.

  • And that is because mortgages often track very closely