Private Client Group

October 20th, 2018

Market Volatility vs. A Strengthening Economy

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While market volatility persists, economic indicators point to a robust economy. Get all the details by reading on…

Insights from the September Fed Minutes – for market and Fed watchers who were expecting revelations and/or references to the recent market volatility in the Fed minutes, they were sorely disappointed – and that’s a good thing. In our view, the straightforward and data-driven comments by the Fed reinforce that the U.S.’s central bank is doing what it’s supposed to – making decisions based on data-dependent factors. The Fed cannot and should not be expected to respond to market volatility or political pressure for easy money, and the notion that the Fed should be clear about defining the ‘neutral rate’ is misguided, in our view. Instead of addressing market volatility, the Fed acknowledged leveraged loans, tariffs, and strains in the Emerging Markets, which in our view are the actual global economic data that could have meaningful impact on the life of the current expansion. In short and in our view, the Fed is responding to actual hard data and gradually increasing interest rates in response. It’s difficult to fault the central bank for following its mandate.1

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How Long Can the Longest Bull Last?

Indeed, we’re now in the longest bull market ever recorded in history! For those who fear what goes up must come down, this is arguably a worrisome situation, especially with recent volatility.

Still, we see a case for optimism. Learn more with our just-release Market Strategy Report.

If you have $500,000 or more to invest and want to learn more, click on the link below to get your free report today!

Download Zacks Market Strategy Report

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Market Volatility Persists as the Economy Strengthens – U.S. and global markets continue in a volatile streak, while economic data continues to suggest a U.S. economy in strong shape. Ex-Fed chairman Alan Greenspan commented this week that this is the “tightest labor market [he’s] ever seen,” which followed a report this week that American employers had more than seven million unfilled jobs for the first time on record. Just in August, available jobs outnumbered jobless Americans actively looking for work by 902,000, the biggest gap on record. Such tightness in the labor market could ultimately flow through into higher wages, which in turn could impact inflation readings. Meanwhile, the World Economic Forum deemed the U.S. the most competitive country in the world, regaining the No. 1 spot for the first time since 2008. Rounding out the list for the top five competitive countries were Singapore, Germany, Switzerland, and Japan.3

Emerging Market Selloff: Different this Time? Equity market sell-offs in the Emerging Markets are nothing new – Emerging economies by definition have less sophisticated capital markets, capital inflows that are far from consistent and reliable, and currencies that often fluctuate wildly based on global financial conditions and in many cases policy decisions in the U.S. that may affect the U.S. dollar. The biggest Emerging Market sell-offs over the last decade or so came in 2008 (financial crisis), 2013 (spike in Treasury yields fueled by the “taper tantrum”), and 2015 (concerns over Chinese growth). This time around, Emerging Markets seem to be feeling pressure from rising interest rates in the U.S., and continued uncertainty surrounding the trade war. Given that Emerging Markets carry heavy loads of dollar-denominated debt, rising interest rates and a stronger dollar can tighten financial conditions considerably. Some analysts are warning that this Emerging Markets sell-off is different than others, but in our view, it has many of the markings of the previous pullbacks and is being caused by a lot of the same reasons.4

U.S. Budget Deficit Soars – According to the Congressional Budget Office, the U.S. government ran its largest budget deficit in six years, which is not what one would expect during a time of such robust economic growth. Fiscal policy plays an important if not central role in fueling the deficit, as tax cuts have restrained government revenue while the administration has largely not changed spending patterns. The deficit hit $779 billion in the fiscal year that ended Sept. 30, which is 17% higher than the $666 billion deficit the government ran in fiscal 2017, according to the Treasury Department. For the fiscal year that ends September 30, 2019, the budget deficit is approaching $1 trillion. Historically speaking and in terms of logical economic assumptions, deficits usually shrink during economic booms, since strong growth should lead to higher tax revenue as corporate earnings, household income, and capital gains all rise. In this case, however, growth has not quite made up for the size of the tax cut while spending has not materially shifted downward. The last time the unemployment rate was below 4%, in 2000, the U.S. ran a budget surplus of 2.3% of GDP – today, the government is running a deficit of 3.9% of GDP.  In 1969, which was the last time the unemployment rate dipped to 3.7%, the U.S. ran a budget surplus equal to 0.3% of GDP.5

Want to learn more about the ever-changing market landscape and key economic factors that influence it?

Look no further than our Just-Released Market Strategy Report.6

If you have $500,000 or more to invest and want to learn more, click on the link below to get your free report today!

Disclosure

1 Bloomberg, Oct, 18, 2018, https://blinks.bloomberg.com/news/stories/PGSONI6KLVRQ
2 Zacks Investment Management reserves the right to amend the terms or rescind the free Market Strategy Report offer at any time and for any reason at its discretion
3 The Wall Street Journal, October 16, 2018, https://www.wsj.com/articles/u-s-job-openings-topped-7-million-this-summer-1539702755
4 The Wall Street Journal, October 15, 2018, https://www.wsj.com/articles/emerging-markets-selloffs-why-this-one-is-different-1539613801?mod=djem10po
5 The Wall Street Journal, October 15, 2018, https://www.wsj.com/articles/u-s-government-debt-rises-17-in-fiscal-2018-1539626598?mod=djem10point
6 Zacks Investment Management reserves the right to amend the terms or rescind the free Market Strategy Report offer at any time and for any reason at its discretion

DISCLOSURE

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals.

This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel. Publication and distribution of this article just-released not intended to create, and the information contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.

Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein.

It is not possible to invest directly in an index. Investors pursuing a strategy similar to an index may experience higher or lower returns, which will be reduced by fees and expenses.
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