Real Wealth Concepts

Charts: 2030 Canadian housing shortage

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1. US gov’t interest expense rapidly rising, but remains below 1990s peak as a proportion of GDP

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2. Fed policy rate increase fastest since 1983 (lhs), however the absolute level of REAL interest rates remain relatively accommodative (rhs)

3. Goldman Sachs forecasting core CPI to decline to 3% by end of 2024

4. Current yield curve inversion second-longest lasting since ‘79

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5. CMHC forecasts 3.45 million housing unit supply shortage in Canada by 2030