According to The Kobeissi Letter, Canada's population has grown by over 9% since 2020, while Real GDP per worker has declined by approximately 2% during the same period. This economic strain is exacerbated by a housing shortage, with prices increasing over 300% since 2000. Tariffs are cited as a critical factor worsening the economic situation.

According to The Kobeissi Letter, Canada's housing market faces a severe shortage, with a structural deficit of 250,000 residential units per quarter. The decline in housing starts since 2021, coupled with doubled demand, indicates a critical situation for real estate investors and developers.

According to The Kobeissi Letter, Canada's population growth of over 9% since 2020 contrasts with a decline of approximately 2% in Real GDP per worker. This economic strain is exacerbated by a housing shortage leading to a 300% increase in prices since 2000, with tariffs further compounding the economic pressures.

According to The Kobeissi Letter, Canada faces a severe housing shortage with a structural deficit of 250,000 residential units per quarter. Housing starts have declined since 2021, while demand has doubled, emphasizing a critical market imbalance.