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Our Scans · (FS.6.02) Personal Debt & Liabilities · Weekly Summary


  • [New] The confluence of the 18-year real estate cycle peak, unprecedented commercial mortgage maturities, elevated consumer debt stress, widespread retail contraction, and depleted household savings creates meaningful recession risk for 2026-2028. Medium
  • [New] Long-standing structural challenges, including high household debt, overvalued housing, and years of underinvestment, will continue to weigh on Canada's growth outlook. Oxford Economics
  • Thailand's e-commerce sector is expected to continue to grow by 15% annually, despite high household debt. https://www.bangkokpost.com

Last updated: 27 January 2026



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