Economist Podcasts Economist Podcasts

Home disadvantage: risks in housing markets

Sep 24, 2026 · 23m

Summary

Jason Palmer and Callum Williams analyze why rising bond yields pose a greater threat to the global housing market now than in 2021, citing increased variable-rate mortgages, depleted household savings, and higher housing supply. Josh Spencer reports that Australia’s social media ban for under-16s has largely failed to reduce teen usage, as most youths easily bypass age-verification systems. Finally, Andrew Miller reviews the new season of the Israeli spy drama Fauda, arguing that its depiction of post-October 7 trauma serves as a powerful, if partial, cultural witness to the conflict’s emo…

Topics discussed

Sponsors: Hotels.com and Perk Introduction and episode overview Rising bond yields and housing market risks Current state of global housing markets Mortgage structures and rate vulnerability Depletion of household excess savings Housing supply trends and price impacts Conclusion on housing market outlook Sponsors: Scribd and Superhuman Australia's social media ban: On-the-ground report Global context and policy popularity Data on the ban's effectiveness Reasons for the ban's ineffectiveness Alternative enforcement methods and challenges Platform responses and regulatory shifts Youth perspectives on social media safety Fauda: Context and character analysis Fauda Season 5: Narrative shifts and trauma Fauda as cultural witness and grief processing Fauda's reach and limitations in conveying truth Sponsors: Odoo and Capital One
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