HEWC News and Press, iShares Currency Hedged MSCI Canada From 04/05/23

2023-04-05 02:22:00 ET Summary Earnings expectations have weakened this year; however, we still expect lower earnings per share growth than consensus expectations. Profit margin changes are a key driver of earnings growth. We expect further margin weakness ahead. Our weak earn...

2023-04-04 03:08:00 ET Summary Why the banking sector fallout may require a more sober second look. What the next stage of this late-stage economic cycle might look like. Amid banking fears, are mortgages the next domino to fall? Recent fears about the bankin...

2023-04-04 03:00:00 ET Summary The failures of two U.S. regional banks and the forced takeover of a large Swiss bank in March rattled people. The currency system, and the banking system, are ultimately based on confidence. When that trust breaks down, really bad things happen. Whe...

2023-04-04 02:30:00 ET Summary Markets are liquidity junkies and repeatedly anticipate that central banks will pause and return to easing credit conditions. Equities historically don’t bottom until after a recession is recognized and central banks near the end of easing eff...

2023-03-29 01:13:00 ET Summary The synchronized global central bank tightening cycle is long in the tooth. Both the Bank of Canada and Reserve Bank of Australia are pausing tightening to allow the long and variable lags of monetary policy to play out in their respective economies....

2023-03-28 21:59:00 ET Summary The global economy is in a moderate slowdown, with financial markets being whipsawed by tensions in the banking sectors of the US and Europe in the final weeks of the quarter. Thus far in 2023, global equity markets have proven to be resilient in the...

2023-03-28 05:00:00 ET Summary The primary reason why China wants a cease-fire in Ukraine is that the G7 has started sanctioning Chinese companies that do business with Russia. The European Union and Canada’s goals of reducing carbon dioxide emissions can have severe conseq...

2023-03-26 23:55:00 ET Summary The banking crisis and the consequential tightening of financial conditions is a new deflationary shock. It renders the next data highlight in the US, the February PCE deflator, less relevant. The impact on monetary policy expectations will last long...

2023-03-25 07:24:00 ET Summary Why a less hawkish Fed makes the rate road ahead less clear. The difficult balancing act facing the Fed. What the Fed's latest rate hike means for the economy. The recent volatility in the banking sector has put the Federal Rese...

2023-03-22 14:00:00 ET Summary At the last FOMC announcement on February 1st, the Fed hiked base rates by 25 bps. After a decade of using their customer deposits for free, most institutions are unprepared for the rapid repricing. The appetite for loan securitization has dried ...