rennie landscape Fall 2023

credit and debt

UP, UP, AND AWAY As rates have risen at an unprecedented pace and scale, Canadians' mortgage interest obligations have predictably followed suit, having increased by a staggering amount for some.

We noted in the last edition of the rennie landscape that variable-rate mortgages represent a growing share of the Canadian market (up to one in three mortgage dollars specifically). So given that backdrop it’s hardly surprising that Canadian’s mortgage interest obligations have been rising quickly alongside rising rates, even as new credit declines. In fact, in the last year alone, the total annual interest owed on mortgages in Canada increased by 61%, even though the total outstanding debt increased by only 5%. Of course those interest rate increases aren’t felt evenly across mortgage holders,

as variable-rate borrowers are subject to every rate increase from the Bank of Canada, while fixed-rate borrowers are only exposed upon renewal. So it makes sense then, that interest obligations on variable-rate mortgages in Canada are up a whopping 105% in the last year, and are now five times higher than they were just two years ago. Meanwhile on fixed- rate mortgages, borrowers with terms of less than three years are paying an additional 182% in interest, while those with terms of less than five years are paying 61% more. Lastly, those with terms of five years or more are paying just 1% more in interest, as most of those borrowers simply haven’t renewed yet.

FEELING THE SQUEEZE TO GREATER DEGREES

$70

pre-pandemic

pandemic recovery

rate tightening cycle

$60

JUN : $30 Billion variable rate interest

$50

$40

JAN : $5 Billion variable rate interest

$30

$20

$10

$0

2017

2018

2019

2020

2021

2022

2023

VARIABLE RATE

FIXED  YEARS

FIXED  YEARS

FIXED  YEARS

SOURCE: STATISTICS CANADA. TABLE 10-10-0006-01 DATA: AGGREGATE INTEREST COSTS ON MORTGAGE FUNDS OUTSTANDING BY TYPE, MONTHLY, CANADA

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