RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 07/14/22

Pundits often discuss bad news being good news and good news being bad news. They are referring to the phenomenon in which the market seems to move opposite the directionality of the news. This article discusses why that happens and how to take advantage of it. Any time the ...

High demand and the unexpected shift within the economy left a deficit of workers, increasing bargaining power and inflation risks. Supply disruptions in the labor market increased wages at their fastest rate in decades. Soaring inflation initiated a hawkish shift from the Fed, in...

Price increases continue to be generally broad-based with 18 components showing gains versus five showing declines, and one unchanged in June. The Everyday Price Index including apparel, a broader measure that includes clothing and shoes, rose 2.2 percent in June after gaining 2.0 per...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

This year has been one for the record books. Inflation is at a level last seen in 1982, the S&P 500 return this year is its worst start to a year since 1970, and it is the worst start for the Dow Jones Industrial Average Index since 1962. Investors had few areas to invest in that ...

The core rate of inflation has fallen for three months in a row. Energy and food prices have declined sharply over the past month. I believe expectations for rate hikes will diminish as we move through the remainder of this year. That should set the stage for meaningful gains ...

Persistently elevated rates of price increases and an intensifying Fed tightening cycle are impacting economic activity. The outlook is for continued economic growth, but risks remain elevated. The combination of record-high home prices and sharply higher mortgage rates have sent ...

It's time to de-risk following the latest stock market bounce. Reduce stock allocations on the margins over time. Stick to your broader asset allocation discipline. What to sell and what to hold. Time to de-risk . I posted an article on Seeking Alpha on June 24 entit...

The Federal Reserve has hardly covered itself in glory by having failed to anticipate recent major turning points in the US economy. The Fed again appears poised to miss yet another major economic turning point. By failing to heed the clear warning signs that we are headed for a r...

The only US release on the economic calendar on Tuesday was the NFIB’s Small Business Optimism Index, and it was a big dud. The NFIB also provides some detail as to why businesses are reporting such a soured outlook regarding expansion. Another interesting point to not...