Show notes
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.Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!Get Your Tickets Here:https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSubscribe to Ben Rabidoux's Edge Analytics and Save $10/month forever!https://www.edgeanalytics.ca/lh39Check Out True North Mortgage's 40-Year Amortization Plan:Visit https://www.truenorthmortgage.ca/ today!Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction08:12 Is Canada’s Housing Market Bottoming?11:27 Mortgage Rates Are Moving Higher16:05 When Will Bonds Become Attractive Again?18:19 Bank of Canada Rate Hikes Are Coming20:04 Inflation Expectations Matter23:35 Europe Is Raising Rates Again25:22 The Next Wave of Inflation30:02 Canada’s Regional Housing Markets31:40 Canada’s Rental Market Will Stay Weak32:54 Canada-U.S. Trade War Escalates35:01 Mortgage Delinquencies Hit Record Highs37:16 The Mortgage Renewal Wave Is Here40:16 Canada’s Economy Faces More Pressure41:44 The Risk To Canadian Banks44:58 Canada’s Money Laundering Problem49:40 How Iranian Capital Can Enter Canada53:09 Good News For Canada53:31 Foreign Investors Are Buying Canadian Bonds54:28 Oil & Gas Is Helping Balance Canada’s Budget56:08 Is Canada Becoming More Pro-Energy?58:35 Canada’s Politically Charged Environment01:02:38 Bank of Canada Rate PredictionsDisclaimer: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
