Scotiabank Investment Thesis slide image

Scotiabank Investment Thesis

Household Debt: Canada vs. U.S. Canadian households' balance sheets compare favourably to US • Canadian headline debt-to-income ratio is now 2% below the U.S. peak in 2008 Over the last 8 years, increases in the Canadian debt-to-income ratio have slowed vs 2002-10 。 Calculated on the same terms, Canada's debt-to-income is currently 167% vs 134% in the U.S. Canadian debt-to-assets ratio remains below U.S. o U.S. households have incentive to pursue higher asset leverage in light of mortgage-interest deductibility Debt is a stock concept, to be financed over one's lifetime. Income is a flow concept measuring one single year's earnings. Debt should be compared to lifetime or permanent income, or assets • Ratio of total household debt-to-GDP remains lower in Canada than U.S. 。 Calculated on a comparable basis, the ratio of household credit market debt is 100.4% in Canada vs 101.2% in the U.S. Household Credit-Market Debt to Disposable Income Total Household Liabilities As % of Total Assets Household Credit-Market Debt to GDP 180 30 household credit liabilities 174.0 as % of disposable income 170 160 150 140 130 120 110 100 ཎྜ ༆ ༔ ༈ ཤྩ བཿ ༅ ༄8 167.3 25 133.5 Adjusted Canadian* Official Canadian Official US 90 00 02 04 06 08 10 12 14 16 18 * Adjusted for US concepts and definitions. Sources: Scotiabank Economics, BEA, Federal Reserve Board, Statistics Canada. 20 20 15 household debt as % of assets 10 T T 130 % of GDP 120 Original US 110 100 US with unincorporated business debt Canada 103.3 101.2 100.4 90 18.7 Canada* 80 74.9 Canada 17.4 70 Original US 60 50 18 00 02 04 06 08 10 12 14 16 Sources: Scotiabank Economics, Federal Reserve Board, Statistics Canada. 00 02 04 06 08 10 12 14 16 18 * Adjusted for US concepts and definitions. Sources: Scotiabank Economics, BEA, Federal Reserve Board, Statistics Canada. Scotiabank® 43 43
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