September 2026

Two reports on the real estate market saying the recovery could still take two years and another reporting signs of the start of a recovery.  My take is that the sales volumes have increased four months in a row and that is a sign the bottom has hit.  However, in most areas it is still a buyers market, foreclosure levers are high and so I expect we are at the bottom or near it, but it will be a slow recover.

 Housing market recovery could still be two years away, says RBC | Financial Post

https://www.castanet.net/news/Business/629866/Canada-s-housing-market-finally-moving-toward-recovery-this-year-RBC

 Canadian economy has recovered nicely and surprisingly since having negative GDP only a few months ago.  Probably more based on the higher price of oil and resources than any real gain in productivity or increased exports in non-resources.

Canada's economy grew a strong 3.3% annualized in 2nd quarter, as 1st quarter revised higher | CBC News

 Many experts are predicting a lower stock market in the upcoming months and some are predicting a significant drop.

 September risks are stacking up hard and fast for world markets - The Globe and Mail

Probably the more concerning story in the world economy now is the growing size of government and corporate debt and the increasing government plans to take on more.

The bond market has a supply problem — and it’s pushing yields higher

A little education on the bond market and how it affects us all.

Know your bonds: A quick guide to Treasuries

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August 2026