My Mortgage Blog

With the Bank of Canada holding its overnight rate, and a monetary policy reflecting an increase in consumer confidence, Governor Tiff Macklin continues his plan for a complete economic recovery from COVID-19.

On Wednesday, July 14, the Bank of Canada held its target for the overnight rate at ½ percent and will continue at the lower end until the second half of 2022. This means that interest rates on variable-rate mortgages and lines of credit will remain low.

The Bank is confident that Canada is heading into a robust period of economic growth beginning in the third quarter of this year, as consumers begin to spend some of the savings they accumulated during COVID-19 lockdowns.

The signs are everywhere – an increase in the speed of vaccinations globally and the US and global economies are recovering strongly. As the economy continues to open, the Bank predicts increased economic activity later this year; however, caution remains due to the unpredictability of the virus.

Consumers are expected to return to more “normal” spending and the labour market will see an increase as the economy re-opens.

The Housing Market

The Canadian Real Estate Association (CREA) updated its forecast for home sales activity in June to reflect what’s now transpiring in the market.

 

Over the past few years, a combination of increased immigration and low interest fuelled housing demand, which further depleted the housing supply. Pre-COVID, the number of available listings on the MLS was at a 14-year low, the result was a hot seller’s market. Then COVID and lockdowns resulted in a surge in housing activity, which drove prices higher and exhausted the supply.

 

As the economy starts to re-open and lockdowns are lifted, the urgency to purchase a home seems to have eased, and the market is settling. While prices still remain high, and the Toronto and Vancouver areas are still highly active, we are starting to see price stability in other areas of the country. 

 

According to CREA, there is still uncertainty as we move into 2022. Its June update reported:

 

“Current trends and the outlook for housing market fundamentals suggest activity will remain strong through 2021, resulting in a record number of sales this year despite the slowdown that began in April.”

 

“Over time, activity is forecast to continue returning towards more typical levels. As a result, 2022 is expected to see significantly fewer MLS® transactions than in 2021 while nonetheless still marking the second-best year on record.”

 

On a monthly and quarterly basis, sales are forecast to continue trending back towards more typical levels through the latter half of 2021 and into 2022. 

Sales are expected to decline, and prices are expected to edge up by just 0.6% in 2022 as the urgency to purchase a home fades alongside the virus itself.