Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’s booming energy sector might be helping keep government finances and mortgage rates under control.
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Timestamps:
00:00 Introduction
08:12 Is Canada’s Housing Market Bottoming?
11:27 Mortgage Rates Are Moving Higher
16:05 When Will Bonds Become Attractive Again?
18:19 Bank of Canada Rate Hikes Are Coming
20:04 Inflation Expectations Matter
23:35 Europe Is Raising Rates Again
25:22 The Next Wave of Inflation
30:02 Canada’s Regional Housing Markets
31:40 Canada’s Rental Market Will Stay Weak
32:54 Canada-U.S. Trade War Escalates
35:01 Mortgage Delinquencies Hit Record Highs
37:16 The Mortgage Renewal Wave Is Here
40:16 Canada’s Economy Faces More Pressure
41:44 The Risk To Canadian Banks
44:58 Canada’s Money Laundering Problem
49:40 How Iranian Capital Can Enter Canada
53:09 Good News For Canada
53:31 Foreign Investors Are Buying Canadian Bonds
54:28 Oil & Gas Is Helping Balance Canada’s Budget
56:08 Is Canada Becoming More Pro-Energy?
58:35 Canada’s Politically Charged Environment
01:02:38 Bank of Canada Rate Predictions
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
#LoonieHour #macroeconomics #bondmarket
