Looking at performance across geographies, factors, and asset classes (ok maybe just corporate bonds versus governments when looking at bonds), post a robust performance month of November, it strikes me as astonishing that for all of the Bear market talk, the % declines (aside perhaps from Canadian RE and Long…
ETF Insight
By Credo Consulting ETF Insight
Will they do 50 bps next time around (Consensus Thursday), versus will they do 75 bps (earlier consensus) on account of latest NFP? Will markets continue on the uptrend underway since mid October? Weekly performance to Dec 2, 2022 Sectors Noteworthy: The notion that the FED is on the cusp…
By Credo Consulting ETF Insight Releases
Mismatch – definition: “a failure to correspond or match; a discrepancy. “a huge mismatch between supply and demand” Mismatch is something we’ve all encountered before, and in the world of finance, it can cause very significant problems … Remember the ABCP fiasco back in 2007 in Canada? As a refresher – Have…
By Credo Consulting ETF Insight Releases
A little faster … a little more intense? Canadian Banks reported their latest quarterly results, and with that, their year end results for 2022 this week. Here is how this played out in terms of some of the ETFs providing exposure to Canadian banks: $ZEB: -2.05% week over week $HCA:…
By Credo Consulting ETF Insight Releases
COP27 (Convention of the Parties – Convention on Climate Change) came and went … and as seems by now par for the course, the masses (us) were treated to dire and doom warnings, much in the way of press releases and lamentations, but not much in the way of concrete…
By Credo Consulting ETF Insight Releases
November 17, 2022 – we are, for all intents and purposes in the final stretch of what has been an overall terrible year for investors (War, inflation, bear market, death of 60/40, energy crisis), but one where, late in the year, the word “pivot” is probably becoming one of those…
By Credo Consulting ETF Insight
Enjoying the Volatility? This past week – lucky for equity investors … – turned out to be a tad less painful than the prior one … The moves, as anyone paying attention would know, have recently become increasingly stomach churning… Room for error seems to be cropping up everywhere, and…
By Credo Consulting ETF Insight
So last week I wrote “Not your friend” talking about the “trend”. It sure was confirmed (unless you are sort) this past week, as markets first took things in strides when the FED’s Jerome Powell hiked 75 bps (and the SNB 50 bps …), BUT then … Thursday, a rather…
By Credo Consulting ETF Insight
Not Your Friend … We’ve all heard it at some point in our career, or journey in the world of investing – “don’t fight the trend”, or better yet: “the trend is your friend”. Of course there is also that other one … Don’t fight the FED … but that…
By Credo Consulting ETF Insight
Clear and Convincing … what the FED wants to see in terms of inflation coming down … While the latest FED minutes reinforced the notion that a succession of 50 bps are on their way, it also suggested the possibility of a pause – should incoming data suggest that inflation…