Daniel Foch on YouTube
Is Trade War Uncertainty Crushing Canada's Real Estate Market?
Published August 28, 2026
Topics: Housing Market
About this video
The US–Canada trade war will likely end in a relatively tame outcome but is still creating major uncertainty that delays home-buying decisions, with key deadlines around Sept. 8 for a response to Canada’s counter-tariffs and potential new US tariffs starting Jan. 1.
They review which Canadian cities and provinces are most tariff-exposed (e.g., Saint John, Calgary, Windsor and the Ontario–Montreal corridor), and explain how job losses and unemployment could flow through to mortgage arrears, listings, and weaker demand. They note inflation has risen mostly due to gasoline and refinery disruptions despite lower crude prices supported by strategic petroleum reserve drawdowns, with diesel costs a concern. They discuss July job gains likely skewed by FIFA hiring, explain fixed vs variable mortgage rate drivers, and observe housing remains weak in Ontario/BC while other regions hold up, with sellers exiting listings faster than buyers.
00:00 Trade War Uncertainty
01:51 Dead Internet and AI Tools
04:33 Tariff Deadlines and Risks
06:15 Tariff Exposure Maps
13:06 Jobs Housing Spillover
14:13 Inflation Gas and Oil
22:30 Employment and Rates
32:31 Policy QandA
37:52 Mortgage Stress Timeline
42:54 Housing Market Wrap Up
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