15 Jan: Benign Neglect? (TWTW – Jan 10-14, 2022)

Benign Neglect? With a newly reformed FED Chair (as in pivoting away from the “transitory” label), markets are now bracing for the impact of faster than expected hikes. That … + oh, yes, the potential that the FED will look to unwind its huge holdings of bonds … THAT ……

11 Jan: Smiley Fries with that?

Smiley Fries with that?  For some reason, revisiting the Table introduced early December ( another “cut” through recent performance & sector weights within Factors – Dec 8, 2021 ; as well as Mercury Rising – Dec 11, 2021 ) and updating it to the latest sector weights (amongst Financial; Energy;…

08 Jan: The Great “Disconnect” (TWTW – Jan 3-7, 2022)

The Great Disconnect – is the one we’re recently witnessing in the market. OMICRON rages, politicians scramble with what at times seem like half-baked, respectively incoherent, and/or inconsistent measures leaving us wondering what they are thinking … but in Quebec and Ontario’s case, with measure that aren’t doing much to…

04 Jan: 2021 – Annnnd … it’s a wrap!

By all accounts, 2021 will go down in the history of ETFs as a record year – globally, and here in Canada as well. Record inflows into ETFs overall, record uptake of ESG ETF solutions, record interest in all things “thematic”, record Actively Managed ETF solutions, and, and, and ……

23 Dec: Year end musings

With few remaining trading days to 2021, and liquidity likely drying up as those in charge of desks, etc focus on last minute shopping, respectively hope to join festivities before everything gets shut down to avoid the latest cold (Aka OMICRON …), I figured I’d try  to come up with…

17 Dec: Santa … Santa? (TWTW – Dec 13-17, 2021)

Santa … Santa?  Well, Markets still hate uncertainty … or conversely crave predictability … So Jay Powell, who on Wednesday signalled a ramped up pace as far as winding down asset purchase, also in the process indicating that the US FED expects to raise rates 3 X in 2022, it…

17 Dec: Our Best wishes for the Holiday Season Ahead :)

With all of our best wishes for the Holidays ahead 😊 to you, your families, and loved ones ❤️ Merry Christmas 🎄, Happy New Year 🥳 Health, happiness, and of course, to a successful, prosperous and “normalized” 2022 Ozy, Brandon, Yves On behalf of CREDO Consulting

11 Dec: Mercury Rising (TWTW – Dec 6-10, 2021)

Mercury Rising – Well, obviously I am not talking about actual mercury … but rather about that … what was it? 39 years high in terms of US Inflation reading at 6.8% (WOW …) Not to worry though, that is WITH food and energy … (which yes, we all use,…

04 Dec: Epic week … (TWTW – Nov 29-Dec 3, 2021)

Epic week … Although obviously others have described it differently – some as “a bit of a shift in communication” on the part of the US FED’s Jay Powell, who seemed to indicate that rates may rise sooner as opposed to later – (OMICRON or not … click HERE! )…