HEWC News and Press, iShares Currency Hedged MSCI Canada From 06/18/21

It feels like Canadian housing activity has surged. The rise in debt and average house prices was somewhat predictable. If we believe that there has been too much activity in the housing market, construction is due for a reversal if something else goes wrong in the labour market. ...

Factors driving the Canadian dollar higher. Outlook for Canadian dollar. Investment implications from a high loonie. For further details see: What The High-Flying Loonie Could Mean For Your Investments

Last year's pandemic crisis U-trip took just 128 days - significantly less than the long-term average, despite a once-in-a-generation healthcare crisis. While the recovery speed has varied, the global economy is clearly on the mend. We believe that the next phase of the reopening/...

The Bank of Canada left the policy rate unchanged at 0.25% and weekly QE asset purchases at C$3 billion. However, it offered hints that we should expect further QE tapering soon with a rate hike firmly on the agenda for the second half of next year. In FX, this should translate in...

Bank of Canada keeps rates unchanged. Orlando: BoC will be looking for more evidence on recovery at the next meeting. Orlando: Canadian housing is the biggest risk for the BoC. For further details see: BoC Keeps Rates On Hold, As Pace Of Vaccinations Lifts Canada's Econo...

Several research studies have found significant liquidity risk premium in inflation-linked markets, both in developed and emerging markets. After substantial QE, G7 central banks now hold a high proportion of outstanding government debt, reducing the "free-float" in government debt ma...

The release of minutes from the Fed’s April 27-28 policy meeting proved to be more interesting than expected, leading to some turbulence in markets. An earlier wind-down in quantitative easing, in turn, could lead to an earlier tightening in monetary policy than what markets ha...

Historically low mortgage rates the most influential demand-side driver in U.S. and Canadian housing markets. Canadian housing activity sprinting ahead of the U.S. Canadian housing dynamics could follow the U.S. For further details see: Why U.S. Housing Market Is Hot, Wh...

Although some short-term supply bottlenecks and financial speculation might drive commodity prices and inflation expectations further from here, a few big-picture facts are worth noting. The consensus expects consumer spending to keep accelerating because some households have higher s...

Global manufacturing output growth hits 11-year high, but record supply delays lead to production constraints. Backlogs of work rise at steepest rate for 17 years. Input costs rise at fastest rate for decade, lead to record factory gate price increase. For further details se...