RZG News and Press, Invesco S&P Smallcap 600 Pure Growth From 07/23/22

The Fed is intent on raising interest rates to fight inflation and must balance the risk that creates for economic growth. In an analysis of growth versus value stocks using data since 1927, we found value had achieved greatest outperformance in periods of moderate to high inflation. ...

MMT Policy (Modern Monetary Theory), the grand experiment, was tried following the pandemic-driven shutdown of the economy. While MMT policy proponents suggest that giving free money will boost economic equality, the opposite is the case, as shown by the net worth of the top 10% versu...

The coming recession: Deep or shallow? Markets pricing in rate cut in 2023. Overly optimistic? Will 2023 be the rebound year for bonds? The risk of recession grows as the U.S. Fed continues its war against inflation. Michael Craig, Head of Asset Allocation, TDAM ...

Unpacking the initial results from second-quarter earnings season. European Central Bank raises rates for first time in 11 years. Relief in markets as gas flows to Europe resume. On the latest edition of Market Week in Review, Chief Investment Strategist for North Americ...

Europe took centre stage last week as leaders waited nervously to see if gas would start flowing through Nord Stream 1 again following scheduled maintenance. Next week the focus switches back to the US which has a big interest rate decision of its own and a number of major earnings re...

Jobless claims have undergone further deterioration in the latest week’s data as the seasonally adjusted number topped 250K for the first time since November. While last week’s reading went unrevised, this week’s reading rose 7K to 251K which is 85K above the earl...

The S&P 500 is falling sharply after the latest S&P Global PMI shows the services sector contracted in July. This is a leading indicator to a contraction in earnings. This is likely to push the S&P 500 PE Ratio to around 14. Stocks don't always do what you wa...

Three economic reports released on Thursday point to a rising possibility that a recession is near for the US economy. Looking at a broader set of US economic data still reflects growth in terms of modeling business-cycle conditions. We may be approaching the point of no return re...

From the June 17th low to yesterday, the 50 most shorted stocks surged 20% and helped to pull broad stock indices higher as speculators covered their bets to book profits. The four rallies of 6 to 11% year to date have been shorter in duration and smaller in size than during the 2000-...

The market for short-term private sector debt is fighting its way through a series of ill-considered government regulations that constrict ordinary short-term credit flow. The timing of this regulation-induced market constriction is disastrous. The economy is facing the combined threa...