20 - What Happens When the Housing Suppl...

2025 saw a rift within Canada’s housing market, with prices sagging in some regions but rising steadily in others. Will 2026 be a repeat of last year, or can the depressed regions begin to heal? Join BMO Senior Economists Robert Kavcic and Sal Guatieri as they discuss the outlook ... Show More

2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional marke ... Show More

Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Seni ... Show More

Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US housing market. But home prices have only dipped slightly since then and now they're even recovering, stacking up three consecutive mon ... Show More

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ... Show More

<p>Original Release on June 16th, 2022: While many&nbsp;investors&nbsp;may be curious to know what other&nbsp;investors&nbsp;are thinking and&nbsp;feeling&nbsp;about markets, there’s a lot more to the calculation of&nbsp;investor&nbsp;sentiment&nbsp;than one might think.</p><p><b ... Show More

In 2023, it’s been off to the races as everyone pondered: What will climb higher, faster—mortgage rates or home prices? Typically, the two work inversely and help offset one another, but in an unprecedented circumstance, both mortgage rates hit record highs as housing prices cont ... Show More

Canada&#39;s mortgage market this past year faced high interest rates, a stress test that crippled buyer affordability, and new mortgage rules that further impacted financing options and credit lines for Canadians. It was not a great year for finding money and a stressful one for ... Show More

In a recent economic outlook by Morningstar, the housing market affordability is currently mimicking the peak of the housing bubble in 2006. This similarity is due to a combination of mortgage rate hikes, rising home prices, and income levels.  In light of this, Morningstar sugge ... Show More

<p>Today the Wall Street Journal reported that we could be facing a synchronized slowdown in home prices. On today’s show we’re talking about how to make sense of the conflicting data out there. But what’s reported in the news for individual home owners is very different from wha ... Show More

Real estate investing in 2024 isn’t as easy as a few years ago. When interest rates are low, housing inventory is high, the economy is booming, and everyone’s happy, real estate investors can take considerably more risks with bigger payoffs. But now, only the most savvy investors ... Show More

<p>We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.</p><p>Topics covered include:</p><ul><li>Where current interest rates stand</li><li>Centra ... Show More