Category Archives: Main Page

Deflating housing bubble is a major macro force in 2026

Posted on February 18, 2026 by Danielle Park

Residential real estate is the most widely owned and highly leveraged asset class for households. For these reasons, housing cycles have outsized effects on consumer confidence, spending, the economy and financial markets. The deflating housing bubble will remain a major … Continue reading →

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Gale-force winds will test fair-weather sailors

Posted on February 17, 2026 by Danielle Park

Global equities began the year near record highs, supported partly by continued enthusiasm around Artificial Intelligence (AI) investment and expectations of policy easing. However, February has seen more uneven performance: Technology shares have led the weakness as investors reassess how … Continue reading →

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Financial stress is driving rents and home prices down, at last

Posted on February 11, 2026 by Danielle Park

As I have noted many times, historically, a maximum of 3x household income has been considered the limit of what is considered “affordable” for homes. In Canada, with a median household income of 84k, this would mean homes priced at … Continue reading →

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