Q2 2019 Fixed Income Investor Presentation slide image

Q2 2019 Fixed Income Investor Presentation

Canadian House Prices . Absolute price level is moderate compared to major global urban centers Average Home Price City CAD USD Eq.¹ • Canadian debt to income ratio in line with many developed nations Canada 495K 370K Toronto 789K 590K Vancouver 1008K 754K Growth rates of house prices in Canada have diverged across regions Calgary 411K 307K Montreal 361K 270K 300 250 200 150 100 50 Household Debt to Income Ratio Household Debt to Income Ratio III Average 35% 30% Canada Toronto Vancouver - Calgary Montreal 25% 20% 15% 10% 5% 0% Source: CREA, April 2019 11 USD 1.3378 CAD Housing Index Year over Year Change, by City -10% 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 -5% Germany -15% Source: Bloomberg, Teranet - National Bank House Price Index CIBC 0 Denmark Netherla... Norway Australia Sweden Canada Ireland U.K. France Japan U.S. Source: OECD, 2017 or latest available. Household debt ratios across countries can be significantly affected by different institutional arrangements, among which tax regulations regarding tax deductibility of interest payments. CIBC Q2 2019 Fixed Income Investor Presentation 33
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