RHS News and Press, Invesco S&P 500 Equal Weight Consumer Staples From 06/02/22

According to the latest estimates from deStatis, retail sales crashed by 5.4% in April 2022 when compared to March; nearly identical m/m results from the prior April. Only this time, no case count conundrum or overstimulated government in sight. No one can blame the pandemic for this ...

Colgate’s share of the global toothpaste and manual toothbrush market is a large moat. There is long-term, expected growth in the company's key markets. The current stock price has 35% upside at consensus growth rates. For further details see: Colgate-Palmolive: S...

AMI strategies use a risk ON/OFF indicator where the main measurement is the momentum over an evaluation period of about 15 weeks. We added a second risk indicator based on a one-week momentum. This indicator generates more false signals and, overall, its performance is worse than tha...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...

Retail sales have spiked over the last few months. Online retailers aren’t fairing much better. Inflation creates the illusion of retail strength. For further details see: Retailers Getting Hammered By Rising Costs

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Until this week, that maxim seemed to be working in the current market as well, with both Target and Walmart as well as basic consumer goods companies in general holding their values better than the broader market indexes. To be sure, the news was not all bad. Sales for both Walmart a...

In this market environment, even safe-haven stocks are feeling pain due to high inflation and weak consumer sentiment. The good news is that high-quality stocks are now trading at attractive prices. In this case, the consumer staple giant McCormick, which offers a decent yield and hig...

Latest 12 months wholesale price inflation ran 11%. Walmart and Target have big 2Q earnings misses. Oops! Retail demand does not seem to be the problem. In a market where computers and ETFs have no discernment, everything goes on sale. Retail may be uniquely advantaged when it...

Consumer sentiment has dropped to the lowest level in more than a decade. Average hourly earnings have risen by 5.5% over the last year. It appears Americans have taken on an “eat, drink and be merry for tomorrow we die” attitude. For further details see: W...