Private Client Group

February 24th, 2020

Apple to Miss Targets, Japan GDP Tanks, Freight Index Down

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In this week’s Steady Investor, we look at key stories and the questions surrounding their market impact, such as:

When Apple Inc. Warns, Investors Listen – Apple Inc. sent ripples through the market this week, being the first major corporation to announce it would miss sales targets as a result of the coronavirus. China is a major part of the supply chain for iPhone and other hardware production, and China’s growing middle class has been a key source of sales and revenue growth for Apple. China’s virtual lockdown on citizens and production facilities has stifled production and sales have ground to a near halt, forcing Apple to take the early step of declaring it would likely miss revenue targets.1 We expect more announcements like Apple’s in the coming weeks, as the outbreak persists.

Japan’s Horrendous Q4 2019– Japan posted abysmal GDP growth figures in Q4, showing a -6.3% contraction in the three months ending December 31, 2019. Japan has seen this move before, as the sharp decline in growth is arguably tied to the government’s decision to raise the national sales tax from 8% to 10%. Private consumption figures saw a sharp drop in the quarter as a result, as consumers stacked purchases ahead of the tax increase and went into saving mode thereafter. To make matters more difficult, the coronavirus outbreak is likely to dent Japan’s economy even further, as Japan has deep economic ties to China in tourism and production.2 With a Q1 2020 decline in GDP growth, Japan will have entered a technical recession.    

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Key Leading Indicators Show Weakness – Transportation indices in the US have historically been fairly reliable economic indicators. If the economy is humming, goods are crisscrossing the country by truck, rail, air and sea. If economic activity is modest or flattening out, volumes tend to decline and the freight market shows weakness. That’s what we’re starting to see today. The Cass Freight Index posted its largest year-over-year decline since 2009, with shipment volumes plummeting -9.4% and expenditures dropping -8%.4 Market-watchers are especially concerned because the Freight Index was displaying signs of weakness even before the coronavirus outbreak, which means the weakness is likely to get worse before it gets better. Meanwhile, the Conference Board’s Leading Economic Indicator Index – which is widely viewed as a highly reliable predictor of future economic activity – has quietly declined in four out of the last five months.5 Are these all signs pointing to a peak in economic activity, that’s now turning over?

Steady Rates for the Foreseeable Future – Fed minutes from their previous two meetings, in December and January, indicate a committee that is largely content with interest rate policy given the backdrop of US economic activity. Fed officials have mentioned the coronavirus outbreak on several occasions, indicating to the market that the issue is being watched closely for any negative impact on global investment, spending, and trade. Fed Chairman Jerome Powell told lawmakers last week that the Fed will need to see “persistent and material” economic disruptions from China before the Fed would consider cutting interest rates in response to the crisis. Meanwhile, early signs point to the Chinese government and the People’s Bank of China “readying the cannon” of fiscal and monetary stimulus to re-invigorate the economy once the crisis abates.6 China’s stimulus could arguably lead to a bounce to global growth in the second half of the year, in our view.

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Disclosure

1 The Wall Street Journal, February 17, 2020. https://www.wsj.com/articles/apple-says-wont-meet-revenue-guidance-in-quarter-due-to-coronavirus-11581974923

2 The Wall Street Journal, February 17, 2020. https://www.wsj.com/articles/japans-economyshrinks-as-sales-tax-increase-cools-consumption-11581898410

3 ZIM may amend or rescind the “6 Secrets to a Happy Retirement” guide for any reason and at ZIM’s discretion.

4 The Wall Street Journal, January 16, 2020. https://blogs.wsj.com/dailyshot/2020/01/16/the-daily-shot-2019-saw-the-worst-drop-in-freight-shipments-in-a-decade/

5 The Conference Board Leading Economic Index, January 23, 2020. https://www.conference-board.org/pdf_free/press/US%20LEI%20-%20Press%20Release%20JANUARY%202020%20(c).pdf

6 The Wall Street Journal, February 19, 2020. https://www.wsj.com/articles/fed-minutes-could-provide-clues-on-economic-outlook-balance-sheet-11582108200

7 ZIM may amend or rescind the “6 Secrets to a Happy Retirement” guide for any reason and at ZIM’s 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 is 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.
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