At odds – Friday’s NFP and the US FED current policy stance (higher for longer?) suggests market participants anticipating rate cuts in H2, 2023 might be at odds with Central Bankers, which … could cause some problems for markets in not too distant future … Friday was possibly a preview…
ETF Insight
By Credo Consulting ETF Insight
Fast and Furious came to mind when i tried to wrap my head around the gains registered since the turn of the year. It isn’t, after all, as if we got to see these kind of returns everyday: Monthly returns for January 2023: Sectors; I don’t know how it will…
By Credo Consulting ETF Insight Releases
As the saying goes: So the first few days of the New Year … so goes the remainder of the year. Wish it were that simple, of course … For as read elsewhere, it is probably more advisable to take into account the fact that the rally that begun around…
By Credo Consulting ETF Insight
Dear ETF Conference registrant: The 9th Annual ETF Conference – presented by ETFinsight, in partnership with CREDO Consulting – was another great event featuring high-calibre presenters, tackling timely topics and discussions. Together, 35 presenters and panellists participated in 19 engaging and insightful sessions contributing to a successful 9th Annual ETF…
By Credo Consulting ETF Insight
Not a great week for stocks, as the Jerome Powell FED, while following through on the notion the magnitude of the hikes was to decrease (it did … 50 bps) – as amply telegraphed recently – then went on to say that it wasn’t going to be an overnight thing…
By Credo Consulting ETF Insight Releases
The difference a week makes … Last week, it was all about how the FEDs were going to reduce the size of upcoming rate hikes (next up US FED Dec 14, 2022 (e) 50 bps), how inflation was gradually abating and about how stocks could continue to possibly move up…
By Credo Consulting ETF Insight Releases
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…
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:…