Castuner
Calm Money Coach

Bonds in 2026: Duration Risk, the Mortgage Disconnect, and Why Japan's Bond Market Should Worry You

12:32

Audio file

In 2022, bonds lost 13%. The long bond ETF dropped 31%. The "safe" part of your portfolio got hit harder than most stock crashes.

Now in 2026, bonds are paying real income again for the first time in over a decade. But something is happening in Japan that could push your mortgage rate higher, even if the Bank of Canada keeps cutting.

In this episode I break down how bonds actually work, why…