SPVU News and Press, Invesco S&P 500 Enhanced Value From 07/17/24

2024-07-17 07:00:00 ET Summary The reordering of US election outcomes led to a bear steepening in US treasuries. The global easing cycle kicked off with the European Central Bank, Bank of Canada, Riksbank, and Swiss National Bank all beginning interest rate cuts. Financial mar...

2024-07-17 06:16:00 ET Summary Can the U.S. rally continue? Three scenarios for markets in second half. Can tech stocks keep the momentum going? ... Read the full article on Seeking Alpha For further details see: 3 Scenarios On How U.S. Markets Ma...

2024-07-17 06:15:00 ET Summary A close election could see increased U.S. equity volatility followed by a relief rally while resulting policy impacts could take time to play out and may be affected by fiscal constraints. Biden and Trump are on common ground when it comes to China, ...

2024-07-17 04:59:00 ET Summary In the past five trading days, as US economic data has continued to weaken and the odds of a Fed easing cycle have risen, capital has been rotating out of tech into small and mid-cap indices. From October 2001 to April 2002, long-always equity funds ...

2024-07-17 04:35:00 ET Summary The US economy is still growing (positive GDP) but growth has slowed and signs of weakness are apparent. This should not be a surprise: the Federal Reserve raised interest rates by about 5.5% between Spring of 2022 and Summer of 2023 in an attempt to slo...

2024-07-17 04:20:00 ET Summary Global growth is being supported by moderating inflation, more accommodative financial conditions and a pickup in global trade. S&P Global Market Intelligence analysts' forecast of global real GDP growth in 2024 is unchanged at 2.7% i...

2024-07-17 03:40:00 ET Summary While stocks of large US companies have done well over the last few years, stocks of small US companies are negative. Year-to-date, the cap-weighted S&P 500 has returned 3 times the return of the S&P 500 Equal-Weight. Although the S&P...

2024-07-16 12:35:00 ET Summary If the S&P 500 flatlines from current levels through Dec. 31, 2024, the market would still go into the history books as delivering yet another strong year on the basis of an 18.1% year-to-date rise through Monday. The question is whether interest...

2024-07-16 10:40:00 ET Summary Improving news on the inflation front will likely spur the Fed to kick off rate cuts earlier than we previously projected. Inflation’s cooling late last year encouraged the market to price in as many as six rate cuts this year. With inflat...

2024-07-16 09:20:00 ET Summary With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Since January 2022, the market has repeatedly rallied on hopes of Fed cuts and a return to increased monetary accommodation. Given recent histor...