SPGP News and Press, Invesco S&P 500 GARP ETF From 07/12/22

The fact is that while the pundits argue about whether we are in a recession or not when it comes to the stock market, the only thing that matters is liquidity—the amount of money available to trade stocks. It’s pretty obvious that money has been moving into IBB aggressi...

U.S. rates: The dueling narratives. Is a recession coming? Will the Fed temper its commitment to push rates even higher? Central banks have been raising rates all year in an attempt to tame inflation. But with the fear of recession growing, will the Federal Reser...

The Committee will be faced with the challenge of assessing whether growth in the second quarter is likely to be negative, triggering the declaration of a recession, or whether growth has persisted. Goldman Sachs released its revised GDP forecast for Q2, cutting its estimate from 1.9%...

On June 10, the U.S. Consumer Price Index printed an alarming 8.6% and sent interest rate futures markets into a chaotic repricing of Federal Reserve expectations. Despite disagreements on the current causes of inflation, the Federal Reserve has made it clear that their goal is to red...

Earnings season will kick off on the 12th of July and end in August. Companies are expected to show the lowest EPS YoY growth rate in years. The impact of inflation, supply chain problems, and a slowdown in the global economy as a whole on corporate results is the main thing inves...

Bear markets result from market transactions based on investment outlooks which are sometimes wrong. Most often bear markets lead to recessions, but not always. Nothing very good or bad came to investors’ attention from the news last week. The news about employment, inflation, ...

Consumer sentiment towards the stock market has been declining, but the pace has really picked up in the last two months. According to the New York Fed's monthly survey of consumer expectations, the total percentage of consumers expecting higher stock prices is at 33.8%. This is t...

We see a new era of volatile inflation and growth sweeping aside a period of moderation. We downgrade equities and upgrade credit in this new regime. U.S. jobs data last Friday reinforced the supply shock causing persistent inflation. Yields resumed their rise as markets priced higher...

Further downside is possible, but the start of this year has been a difficult one for investors. The market can go lower near term, but a great deal of damage has been done to stocks already. The market has a long way to go to erase year-to-date losses, but recent market action mi...

The S&P 500 has bounced more than 6% off its June low. There are signs that inflation is abating, while last week's jobs report shows the resiliency of the economy. The Fed still has the ability to pull off a soft landing during the second half of this year. That is my bas...