HEWC News and Press, iShares Currency Hedged MSCI Canada From 02/12/22

The oil and gas overweight (13%) in Canada’s TSX typically helps buoy the Canadian stock market late in each market cycle. With West Texas Crude back at an eight-year high today – last seen in 2014, and before that in the commodity cycle peaks of 2008-2011 – the T...

Canada sheds 200,000 jobs in January amid omicron wave. U.S. consumer prices rise at fastest rate in 40 years. Are brighter days ahead for U.S. small cap stocks? For further details see: Red-Hot: U.S. Inflation Surges At Blistering Pace

James Orlando: The level of labour force participation stands out relative to Canada's global peers. Higher labour force participation is a great thing for Canada, but it means that wage growth may have been delayed. Orlando: Based on our model output, even if the economy stabiliz...

Most people borrow heavily to buy real estate, so prices have always followed credit cycles up and down. Any hikes that are made in 2022 will increase carrying costs on business and personal loans, lines of credit, HELOCs, and variable-rate mortgages. Mean reversion back to histor...

The stock market has been like a rocket ship over the last three years, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. The recent stock market volatility is reinforcing the idea that the Federal Reserve’s more aggressive stance regarding hiking i...

After years of raising funds through bond issuance to yield-desperate buyers, Chinese property developers are heavily indebted, and since last summer, many have been defaulting on payments to bondholders. Responding to weakness in the domestic economy, the Chinese central bank reverse...

iShares Currency Hedged MSCI Canada ETF (NYSEARCA:HEWC) - $0.8234. 30-Day SEC Yield of 1.58% as of Nov. 30. Payable Dec 30; for shareholders of record Dec 27; ex-div Dec 23. For further details see: iShares Currency Hedged MSCI Canada ETF declares semi-annual distribution of $0.8234

What's behind the rare earnings miss by Canadian banks in Q4? Drivers of growth for Canadian banks in 2022. Dividend hikes and share buybacks as the major drivers of share prices. For further details see: Rare Earnings Miss From 3 Canadian Banks: A Harbinger For 2022?

This week, central banks are responding to political pressure around price inflation with accelerated monetary tightening plans. The Bank of Canada ended its bond-buying program in October. The era of central bank worship is moving toward its predictable end. For further det...

Sondhi: There is a lack of supply for housing in Canada is due to very strong demand. Sondhi: The strong monthly gain in October signals that buyers are pulling forward in advance of rate hikes by Bank of Canada. Sondhi: We think it's going to be a healthy year for Canadian home s...