Private Client Group

December 23rd, 2019

China Trade Terms, Brexit’s Impact, Global Economy Steady

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In today’s Steady Investor, we look at what is going on in the markets and our key takeaways and questions for investors to consider, such as:

Are Terms of the U.S. – China Trade Agreement Realistic? The U.S. and China have agreed in principle to terms of a trade agreement, but part of the agreement appears – on the surface – to be wildly farfetched. According to U.S. negotiators, China has committed to agricultural purchases to the tune of at least $40 billion for the next two years, an exorbitant amount by historical standards. Indeed, $40-$50 billion seems far too high relative to China’s agricultural needs and previous years’ purchases. In fact, $40 billion of agricultural purchases would amount to almost double the record for what China has purchased from American farmers in previous years. China has growing demand for soybeans and pork, but the question is whether they will actually meet targets, or if this is yet another case of over-promising and under-delivering.1

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9 of the Biggest Financial Mistakes You Should Avoid in 2020!
 
Looking toward the final days of 2019 and the New Year ahead, many investors may be wondering what to do and how to prepare for what’s to come in 2020.
 
See what we believe are the biggest mistakes investors make when planning for their financial future and how to avoid them with our guide, “9 Retirement Mistakes to Avoid.”
 
If you have $500,000 or more to invest and want to learn more, click on the link below:
 
Learn About the 9 Retirement Mistakes to Avoid!2

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Brexit Becomes Official – The U.K. election was nothing short of historic, with the Conservatives (Tories) winning a remarkable 80-seat majority. This victory for the Tories all but solidifies the Brexit mandate, with Britain nearly certain to leave the European Union on January 31. Perhaps the biggest benefit to this vote is not the political outcome, but rather the removal of uncertainty about the fate of Brexit. A second potential benefit is that there seem to be widespread predictions that the U.K. economy is due to suffer badly as a result of this breakup, with some forecasting recession in the coming year. In our view, this narrative actually works in the equity market’s favor, as baseline assumptions of worst-case scenarios often leave wide open the possibility of a positive surprise. If the economic outcome is anything better than recession (even no growth), it could result in a positive response for the markets. On the negative side, British Prime Minister Boris Johnson signaled he would not extend the Brexit transition any further past the end of 2020, which increases the risk that Britain could end up formally leaving the customs union and free trade bloc with no deal in place with the EU.3

Global Economy Finishing the Year on Firm Footing – A handful of positive economic data hit the tape this week, and most all signs point to solid footing for the U.S. and global economy. U.S. business activity rose to a five-month high in December, U.S. purchasing managers struck a positive note about economic activity entering the new year, and consumer spending picked up in November. China also reassured markets this week with industrial output and retail sales figures that showed a pickup in growth, not to mention the limited trade deal that appears to be in the works between it and the U.S. Global growth, on balance, is expected to notch a 3% rate in 2020 – slowing but still nicely positive.4

The Outsized, Little-Known Impact of Boeing’s Problems – Most readers are likely familiar with Boeing’s recent woes as they relate to the 737 MAX plane. Two crashes last year led to a grounding of the planes, which led to ongoing investigations, which have now led the company to temporarily halt production of the plane. Typically, we do not write about individual companies or stocks in this column, as we would rather focus on the macroeconomic news that shapes the economic outlook and global markets. But that’s just the thing – Boeing’s halting production of the 737 MAX could have real implications to U.S. and global GDP. Aircraft production and aerospace is an important part of the U.S. economy, and halting production could lead to job cuts, furloughs, and a hit to the U.S.’s trade deficit if enough planes aren’t delivered. By some estimates, Boeing’s actions could cut 0.5% from U.S. GDP in Q1 2020.5

We can’t predict or control what is in store for the market or what is to come in 2020, but investors can stay focused on making sure their own actions help guide their investments to succeed. One way to do this is not to fall prey to common investing mistakes.
 
There are common mistakes and habits that we believe can help some investors succeed while others fail. To help you understand some of these mistakes and how to avoid them, we have created the guide, “9 Retirement Mistakes to Avoid.”6
 
In this guide, we provide our thoughts on what we believe are 9 of the biggest retirement mistakes investors should avoid. If you have $500,000 or more to invest and want to learn more, click on the link below:

Disclosure

1 The Wall Street Journal, December 18, 2019. https://www.wsj.com/articles/chinas-farm-purchase-targets-under-trade-deal-face-skeptics-11576665004

2 ZIM may amend or rescind the free guide “9 of the biggest retirement mistakes investors should avoid” for any reason and at ZIM’s discretion

3 The Wall Street Journal, December 17, 2019. https://www.wsj.com/articles/johnson-says-u-k-will-cut-eu-ties-by-end-of-2020-11576592223?mod=hp_lead_pos7

4 The Wall Street Journal, December 16, 2019. https://www.wsj.com/articles/global-economy-steadies-but-europe-remains-a-weak-spot-11576499964

5 The Wall Street Journal, December 15, 2019. https://www.wsj.com/articles/boeing-weighs-cutting-or-halting-737-max-production-11576448990

6 ZIM may amend or rescind the free guide “9 of the biggest retirement mistakes investors should avoid” 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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