RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 09/14/22

Summary Inflation in my experience comes from mistakes in government policy which expands currency without a subsequent expansion in economic growth as measured by Real Private GDP. With the fixed income and gold options not effective in today’s climate, one must focus on e...

Summary Inflation is thought to be a strong negative for stock prices. This seems to be borne by market action. However, over time, inflation actually contributes to higher stock prices. It seems widely accepted that higher inflation is a problem for the market and t...

Summary AIER’s Leading Indicators Index held at a cycle low of 29 in August, matching the lowest level since August 2020. The Consumer Confidence Index from The Conference Board rose in August, the first increase following three consecutive monthly declines. The final A...

Summary Tuesday was an extremely rare 56:1 down day, we wiped out all of the gains we made over the prior four days, and we are setting up for a 25% rally over the next 12 months. For every stock that was up, there were 56 that were down. The market had put together an impress...

Summary After the July CPI report set up some hope that both headline and core inflation were moderating, the August CPI report significantly outpaced consensus expectations. The August CPI report suggests U.S. inflation will take longer to decline. New projections will be rel...

Summary Stocks plunged today because core inflation is worse than expected, and that’s mostly services. Why is service inflation getting worse? Because it responds with a lag to increases in nominal GDP. Much of services inflation is wages and implicit rents. Wages are ...

Summary The federal government’s Bureau of Labor Statistics released new price inflation data today, and the news wasn’t good. According to the BLS, Consumer Price Index (CPI) inflation rose 8.3 percent year over year during August, before seasonal adjustment. Th...

Summary Why an economic soft landing for the U.S. economy is becoming less likely. How softer commodity prices could become an economic bright light. Do job losses have to happen to get inflation under control? Of all the U.S. economic reports released monthly, the j...

Summary AIER’s Everyday Price fell 1.3 percent in August after a 0.6 percent drop in July. Motor fuel prices more than accounted for the overall drop in August, offsetting significant increases in other key categories. Price pressures for many goods and services in the ...

Summary The global PMI pricing pressure indicator has rolled over from its peak earlier this year. If the past correlation to commodities holds, there should be further easing of pricing pressure as commodities weaken. Pricing pressure remains an obstacle to any potential poli...