RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 07/20/22

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...

Automakers and related industries led the charge today, while utilities and staples became a source of funds. Small and mid-cap growth names did well, as did the top 7 stocks by market cap. It's too soon to call the bottom for this market cycle, but we've had two very strong up da...

There has been a dramatic fall in Treasury yields in the past month and an equally dramatic fall in energy, metals, and agricultural commodities. The Ukraine situation holds many unknowns, as it is a major driver of financial markets and there is no end in sight as to when the fightin...

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...

With prices rising 9.1% year-over-year and outpacing growth in wages, it may be like a recession for those who feel their purchasing power eroding. Thus far in 2022, employment growth has remained robust. With high inflation, it’s clear that consumers in the U.S. and many o...

The Fed will be raising interest rates again soon, and of course, the question is whether the central bank will raise the Fed Funds rate by 0.75 or 1.00 percent. As if the issues in China weren’t enough, the festering Ukraine war-related energy-related issues in Europe could be...

Last week, the Labor Department announced that its CPI rose 1.3% in June, higher than the economists’ consensus estimate of 1.1%. But core CPI, excluding food and energy, rose only 0.7% in June and just 5.9% in the past 12 months. The main reason for a higher CPI number is that...

The jobs data takes priority over GDP data in the calculus of how fast interest rates might be raised to combat elevated inflation. For jobs, the pre-pandemic peak is only now being fully recovered, with job vacancies abound and wages rising. Labor force growth is likely to be ver...

Anticipated inflation over the next twelve months based on bond prices has precipitously declined from over five percent to well under two. One potential reason is that an oncoming recession might seriously deflate prices, and quickly. Though, a recession is only somewhat more likely ...

Option skew, or S&P 500 volatility skew, is at its flattest level in 10 years. Option skew provides information on whether fund managers prefer to be buyers or sellers and which options they prefer (calls or puts). Although hedging and protecting equities using S&P 500 opt...