Covered Bond Program Overview slide image

Covered Bond Program Overview

Canadian House Prices • Absolute price level is moderate compared to major global urban centers Average Home Price • Growth rates of house prices in Canada have diverged across regions Region CAD1 USD Eq.² YoY % Increase³ • Canadian housing could be less vulnerable to interest rate increases when compared to other jurisdictions House of scorecards Housing-risk indicators, selected countries Canada 746K 591K 19% Toronto 1354K 1072K 22% Vancouver 1375K 1088K 17% House-price increase, Share of homeowners with Variable-rate mortgages as a share (Ranking out of 20") Q4 2019-Q4 2021, % a mortgage, 2019+, % of total, 2018+, % Total outstanding residential loans to disposable income of households, 2019+, % Calgary 512K 405K 8% Sweden (1) 28 43 69 177 Montreal 573K 454K 16% Netherlands (=2) 30 49 16 182 New Zealand (=2) 46 67 18 142 Ottawa 754K 597K 18% Norway (4) 16 50 94 169 Australia (=5) 28 32 81 150 Luxembourg (=5) 31 34 47 147 Canada (7) 26 39 28 137 Housing Index Year over Year Change, by City4 Denmark (=8) 17 38 16 170 35% -Canada Toronto -Vancouver -Calgary -Montreal Ottawa United States (=8) 31 40 15 70% 30% Finland (10) 9 31 96 73 25% Poland (11) 22 11 100 33 Ireland (12) 20% 17 26 39 70 Britain (13) 18 31 7 101 15% Germany (=14) 22 18 12 71 10% Lithuania (=14) 15 9 97 28 5% Hungary (=16) 24 12 16 17 0% Spain (=16) 2 24 36 64 France (18) 14 24 2 71 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec. 12 Dec-13 Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 -5% Romania (19) Italy (20) 10 75 13 -10% 6 10 33 32 -15% CIBC Source: The Economist 1 Source: CREA, April 2022 21 USD = 1.2628 CAD 3 Source: Teranet - National Bank House Price Index 4 Source: Bloomberg, Teranet - National Bank House Price Index 32
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