HEWC News and Press, iShares Currency Hedged MSCI Canada From 03/04/22

Impact of Bank of Canada's key rate hike on the financial sector? Outlook for Canadian oil and gas producers. Why Canadian equities are poised to weather the inflation and geopolitical storm. For further details see: Canadian Equities Poised To Weather The Inflation And ...

Since December, despite a parabolic move in fossil fuels (priced in U.S. dollars), the Canadian dollar has not followed along for the ride. Financials do not fare well late in credit cycles as the yield curve moves to zero and then inverts. Canadian financials halved in the 2001-02 an...

A battery of global sanctions is likely to cripple the Russian economy. European equities are underperforming this week. Market psychology is pessimistic. For further details see: Ukraine Crisis Puts Pressure On Energy Markets; The Fed Responds

Financial markets are reacting as expected to the heightened uncertainty. In the first days of the invasion, global equities plunged while safe-haven assets rallied. In short, while we have anticipated a broader, cyclical turn against the dollar could be underway, this shift in favor ...

Impact of sanctions against Russia. Boomerang effects of sanctions against Russia. Will the U.S. Fed continue its course to raise rates? For further details see: Will Historic Sanctions Against Russia Impact Global Interest Rates?

Chinese consumer, producer price increases slow. Key takeaways from the Fed’s January meeting minutes. Markets react to Russia-Ukraine tensions. For further details see: Inflation Cools In China. What Could This Mean For Other Countries?

Variable-rate mortgages and loans, of many forms, increase when central banks start hiking base rates, presently slated for March. As home prices have become increasingly unaffordable for most households, up to one in 4 homes in high population areas have been bought by ‘invest...

Why inflation may be here to stay for the long term. The Fed may have to be more proactive if it wants to get ahead of inflation. Why wage growth is the big inflation driver and the reason inflation will be around for a while. For further details see: How Far Will The Fe...

So far, the Dow is off 5.6% from the highs (transports are -12.0%), the S&P 500 is -7.8%. Ex-energy and financials, the S&P 500 is near -10%. The Nasdaq is -14%, and the economically sensitive Russell 2000 is -16.9%–the same level it was at the start of 2021. At the...

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...