RYE News and Press, Invesco S&P 500 Equal Weight Energy From 04/28/22

The Fed has little control over today’s goods inflation, driven by supply-chain, COVID stimulus, and war. Every time the Fed has increased rates to fight inflation historically, unemployment has increased. Recent events have put an even greater spotlight on energy independe...

The euro has been weakening since last summer, and we are about to experience another episode of conflicting central bank policies, where the Fed will be tightening monetary policy while the ECB will be lagging the Fed. Europe already has had to deal with a horrific price spike in nat...

Only one major asset was up last week: REITs. There were some negative developments that might explain the selling. With the drop in commodities and fears about the impact of the China slowdown, the immediate effect should be for inflation and growth expectations to moderate. We didn&...

The invasion of Ukraine is an inflationary shock to an already inflationary system. The International Energy Agency has warned that the impact on oil supply will peak only from May onwards. Since the war broke out, core government bonds have suffered sustained price declines unsee...

Why oil prices may be 'coiling' before a potential breakout? The Russia-Ukraine conflict isn't the only geopolitical risk for oil. The case for $150 a barrel oil. For further details see: Is The Price Of Oil Ripe For A Breakout?

A ban on imports of Russian gas is currently viewed as the most difficult to deal with for European economies. The sanctions that are already in place and target the energy sector will increasingly affect Russia’s ability to produce and refine crude. Sanctions on banks and ...

OPEC output increased by 57 kb/d according to secondary sources in March 2022. Most of the increase in OPEC output was from Saudi Arabia (54 kb/d) followed by Kuwait (25 kb/d), and UAE (23 kb/d). Five OPEC members saw increases of less than 15 kb/d (total of 44 kb/d for that group of ...

In the following article reprinted from May 2020, Jim Puplava explained the difficulty OPEC nations face in producing more oil and why investors should position for a coming energy shock and much higher inflation. It is widely believed the Saudis could produce 12.5 million barrels a d...

Crude oil supply and demand issues are creating a bullish stance. Buying crude oil sensitive companies on weakness makes the most sense. Factors driving this bullish stance include: the Russian quandary, abandonments of sensible crude transportation between the US and Canada and w...

The broader equity categories turned in negative results in Q1. U.S. large-cap stocks, as measured by the S&P 500 Index, held up the best at a decline of 4.6%. Bonds performed worse than many of the equity categories, despite typically being viewed as a safe haven investment. In t...