We are joined this week by Canadian credit and housing analyst Ben Rabidoux. Insolvencies are ratcheting higher, the pre-sale market remains the biggest vulnerability. Mortgage rates are starting to break household balance sheets. Immigration is out of control. Canada apartment rents are still rising. The ECB hikes. US inflation still sticky.

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Ben Rabidoux research:
Edge Analytics: https://edgeanalytics.ca/
North Cove Advisors: https://northcove.net/

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