RYE News and Press, Invesco S&P 500 Equal Weight Energy

2023-07-18 13:45:00 ET Summary While caution in some areas of the commodities space may be prudent, there are also reasons for optimism. Given the still-uncertain economic environment combined with the rise in equity valuations, we believe taking a more cautious stance is prudent ...

2023-07-17 20:29:00 ET Summary The UBS Constant Maturity Commodity Index (CMCI) underperformed the Bloomberg Commodity Index (BCOM) in Q2 2023 but continues to outperform year-to-date by over 3.5%. The declines in all commodity indexes during Q2 2023 was mostly due to the poor eco...

2023-07-10 05:30:00 ET Summary Financial and tech sectors face weak comparisons from late 2022, while the energy sector faces stronger comparisons and good growth from late 2022. The 'pandemic' influence will ripple through the S&P 500 numbers through the end of 2023. Fina...

2023-06-15 16:30:00 ET Summary China’s disappointing recovery following the COVID-19 reopening this spring has been the major reason for the declining commodities markets in May. The UBS Constant Maturity Commodity Index declined 5.78% and the Bloomberg Commodity Index decl...

2023-06-05 07:00:33 ET Summary Energy investors have endured significant volatility over the past two months as China's economic recovery has fizzled out. Saudi Arabia decided to cut its production, demonstrating its commitment to defend oil prices from falling further, lending st...

2023-05-22 07:18:29 ET Summary RYE focuses on the energy sector but does so via an equal-weighted portfolio approach. You can’t take the volatility out of the energy sector. However, some patterns are emerging that lead me to conclude that RYE is nearing an attractive price...

2023-05-09 14:37:00 ET Summary Growth has made a comeback this year. The recovery of tech stocks has been at the core of this growth rebound. Meanwhile, despite the elevated profits of oil and gas companies, energy funds haven’t had the runaway success they enjoyed last yea...

2023-05-09 08:00:00 ET Summary This has been an interesting year, with the major indices up but with a lot of volatility at the same time. With bank failures, more Fed rate hikes, and a recession looming (for years now it seems) there is a lot of merit to being cautious. Especiall...

2023-04-21 17:34:00 ET Summary What can breakeven inflation rates tell us about oil prices, energy stocks, and market direction? It turns out it’s a lot more than you think. With employment back to pre-pandemic levels, the monetary impulse has reversed, the supply-demand im...

2023-04-18 03:35:00 ET Summary The financial media has been warning that first quarter earnings forecasts may be decelerating from their original estimates at the start of the quarter, but I do not see that from the analyst community covering our stocks. That’s why itȁ...