Canada
Credit tightening and the end of the Canadian housing bubble
APRIL 01, 2012
A credit-driven asset bubble will, by necessity, meet an untimely end when the credit lifeblood driving the bubble is constricted. It's time to take note of the incremental (and not so incremental) mortgage underwriting changes coming to Canada and question whether house prices can be sustained absent a continued, strong expansion in credit.
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Population growth will NOT prevent the Candian housing bubble from going bust
FEBRUARY 29, 2012
If I read another ridiculous article proclaiming that Canadian real estate can defy fundamentals in perpetuity simply because we have a measure of population growth, I'm going to bang my head against a wall.
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Is Toronto in a bubble? Interesting discussion with a mortgage broker
DECEMBER 20, 2011
I had an interesting discussion with well-known Toronto mortgage broker David Larock. It started with the following picture showing the real house price index I had created for Toronto
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Are vacancy rates a leading indicator of house prices?
DECEMBER 16, 2011
Despite the fact that housing starts have substantially outpaced demographic demand, vacancy rates are low in most major Canadian markets. How can this be, and is this indicative of a healthy, stable market?
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NOVEMBER 30, 2011
Credit bites back -
NOVEMBER 23, 2011
Flow of bad news... -
NOVEMBER 21, 2011
Europe heading back into recession; OECD leading indicators decline again; Interest rate cut still priced in -
NOVEMBER 07, 2011
Canadian employment withers; Vancouver and area inventory builds as prices feel the heat; China's property bubble deflating? -
NOVEMBER 03, 2011
Employment quality deteriorating; Business confidence drops again; Credit demand decelerates -
OCTOBER 21, 2011
Canadian inflation heats up; Why housing won't carry us through a recession; Positive mortgage in arrears data -
OCTOBER 20, 2011
Ed Clark on the Canadian economy; Retail sales preview...blue Christmas? -
OCTOBER 14, 2011
The week that was; Economics is all about "demand and demand"; Sherry Cooper sees positive demographic trends? -
OCTOBER 11, 2011
TD on debt in Canada; OECD leading indicators signal Canadian slowdown -
OCTOBER 07, 2011
Canadian "job boom" in September?; Leading profit indicators decline; TO new condo prices to stay high? -
OCTOBER 06, 2011
CGA on interest rates in Canada and the 'lavish spending' of the Canadian consumer -
OCTOBER 05, 2011
IMF warns on Canadian debt while our 'conservative' banks ramp up their antics
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