02/02/2026
THIS JUST IN!!
The January edition of the Canadian "Andersen Brethour Report" — a comprehensive, review of the state of Canada’s economy and its impact on the Housing Market published monthly by Dr. Peter Andersen and Andrew Brethour, two industry veterans, who have joined forces to provide you with in-depth analysis, strong independent opinions and courageous forecasts - has just been released.
The January 2026 Andersen Brethour Report sets the tone for the year ahead — and it is a year that will be defined by divergence, discipline, and careful positioning.
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Overview:
Canada enters 2026 facing economic headwinds. Growth is expected to hover just above 1%, business investment remains weak, and uncertainty surrounding July’s CUSMA renewal is keeping companies cautious. Meanwhile, the United States is accelerating, supported by tax stimulus, AI-driven productivity, and anticipated Federal Reserve rate cuts.
This widening economic gap will shape capital flows, interest rates, and housing performance throughout the year.
This month’s key insights include:
âś… Canada underperforms the U.S. in 2026 as trade uncertainty freezes investment
âś… Domestic demand remains soft; GDP support from import substitution will fade
âś… U.S. momentum strengthens with tax refunds, business expensing, and Fed cuts
✅ Housing enters a “first-half / second-half” recovery year
✅ 2026 becomes a year of balance — not boom — in resale and new housing
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The Andersen Brethour Report is designed for professionals who cannot rely on surface-level data. Each month, it connects economic policy, trade dynamics, interest rates, housing supply, and consumer behaviour to help you anticipate what’s coming — not just react to it.
Subscribers receive:
đź’Ą Monthly in-depth insights on economic and housing market trends in Canada and the U.S.
💥 Early access to forecasts and policy analysis you won’t find anywhere else.
đź’Ą Actionable intelligence to guide investment, planning, and decision-making.
đź’Ą Access to ALL back issues of our previous reports (January 2025+)
đź’Ą Intelligence that helps you stay ahead as conditions shift into 2026
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