RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 06/10/22

The CPI data came in hotter than expected, and real wages continue to plunge. The odds of a recession just increased dramatically following the report. This means the current PE ratio for the S&P 500 at 16.5 is too high, and will need to contract further. For further det...

More Americans say they hear mostly negative news about the economy than hear positive news, or a balance of positive and negative. In many countries, a recession is defined as two consecutive quarters of negative GDP growth. There is indeed a sense in which high inflation can lea...

Consumers in America will keep spending in 2022 despite inflation running higher than wage gains. The surge in durable goods spending seen in the last two years may reduce demand for durables in the coming years - spending on consumer durables will taper down gradually but not severel...

After picking up substantially last week from 19.8% to 32.0%, the percentage of respondents reporting as bullish has reversed most of its gains, coming in at 21.0% this week. As bulls stepped back this week, bears recouped nearly 10 percentage points, rising from 37.1% to 46.9%. B...

Quite unlike the unemployment rate, the number of American workers who are filing for initial verification of involuntary separation so as to claim insurance benefits has been rising. since March and April. While it might be easy to dismiss claims at less than 250,000 per week, it...

Stocks tumbled yesterday over concerns about this morning's CPI print. Prices are likely to remain elevated due to food and fuel, but we should see relief in some categories. Regardless, the Fed focuses on the PCE, which has a lower weighting in shelter and higher weighting in hea...

Following my March report, “SPY: The Death Cross And What You Need To Know,” the S&P 500 registered seven straight weeks of losses. The question now, where do we go from here? Technically speaking, the S&P 500 has now cemented a head and shoulders top in addi...

Consumer price inflation is sharply overshooting the Fed’s 2% inflation target — with the drivers of that inflation broadening to stickier categories like shelter and service prices this year. Of the three options for September — pause, slow down to 25 bps hikes, ...

There has been a great deal of discussion regarding profit margins for the S&P 500 reaching record levels recently. Since 2010 the information technology sector has seen its margin improve about 10 percentage points to 25.5% from 15.3% as these companies likely have benefited from...

Little has happened at the Fed this week as everyone is waiting for the next meeting of the Fed's Federal Open Market Committee. At the next meeting, the Fed is expected to raise its policy rate of interest by 50 basis points and is expected to begin shrinking its securities portfolio...