RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 08/11/22

Initial claims for regular state unemployment insurance rose 14,000 for the week ending August 6th, coming in at 262,000. The number of ongoing claims for state unemployment programs totaled 1.451 million for the week ending July 23rd, a rise of 10,067 from the prior week. While t...

Latest CPI might help sentiment, but inflation is still a problem. Why shelter inflation is creating a more complicated fight for the Fed. Softer CPI could mean the Fed avoids another jumbo rate hike, but rates are still going up. U.S. inflation data for July...

The entire notion that there is a hard and fast line indicating "recession" is not realistic or useful. The more useful approach is to look at data points as mostly signal noise that fail to reflect or illuminate the core dynamics of the economy. If we're not measuring or ponderin...

The CPI number backed off a tad in July to 8.5%, from 9.1% in June, as food prices continued to spike but gasoline and natural gas prices fell sharply and prices of durable goods backed off their crazy spike. Services inflation rose to 6.25%, the highest since 1982. The CPI for servic...

The global business climate is deteriorating in mid-2022, putting forecasters on recession watch. Real global GDP is likely to have declined in the second quarter of 2022, pulled down by contractions in emerging Europe, mainland China, and the United States. Adverse financial cond...

As expected, U.S. inflation - both headline and core - moderated in July, according to the latest Consumer Price Index (CPI) data. The July report showed U.S. core CPI increased 0.3% month-over-month (m/m) - softer than consensus expectations of 0.5% m/m. Short-term inflation expe...

While equity investors may be correct in their assessment of the cyclical trend in inflation, they may not want to celebrate it in such ebullient fashion. Any moderation in inflationary pressures is unlikely to be driven by the sort of benign economic factors that would support equity...

Signet has seen a very strong rally post the pandemic, including a strong operating performance. This is now in (partial) reversal amidst a tougher macro world. With the balance sheet being in pristine shape, valuations here are quite appealing, as I am happy to nibble here. ...

AIER’s Everyday Price sank 0.6% in July after a 2.4% jump in June. The July EPI broke a string of 19 consecutive increases dating back to December 2020. Motor fuel prices, which are often a significant driver of the monthly changes in the Everyday Price index because of the lar...

Why U.S. GDP data may not be painting an accurate picture of the economy. There is a growing divide between Gross Domestic Product and Gross Domestic Income. Is worrying about a recession making a slowdown more likely? There has been extensive speculation about t...