Private Client Group

September 15th, 2016

Global Equities Feel Some Pressure

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Global Equities Feel Some Pressure – early this week and late last week, global equities felt a fairly sharp sell-off. Some news reports say that it was a ‘return from summer vacation’ that led many traders to trim positions and raise cash, but that’s mostly hogwash. It’s a fallacy to pin stock market movements on the seasons or something like a summer vacation for traders. Markets are global, and they’re impacted by a confluence of all the news that hits it at once, as well as constantly revised expectations for future earnings. Could this be the start of a fall correction? Perhaps! You shouldn’t read too much into it, either way. The market has been on a steady climb since February, so some downside pressure would not be unusual whatsoever.

About Next Week’s Fed Policy Meeting – the long-awaited FOMC policy meeting is set to take place next week (September 20–21), and the world will be watching as the Fed ultimately decides whether to keep interest rates steady or to raise them by a quarter point. Expect short-term volatility (remember, volatility works both ways – up and down) around the meetings, but we would caution against making any major trading decisions or portfolio adjustments as a result of the outcome. A quarter point is not relevant enough to swing the economy in one direction or the other and ultimately does not matter too much. The market has a one in four chance that the Fed actually raises rates, so we’ll see. Fed governors are largely divided on the issue, based on statements released over the last few weeks.

Self-Driving….Shopping Carts? – Walmart is getting into the self-driving space, except for their focus is on shopping carts, not cars. For readers that have used Uber or Lyft, you can push a button on your phone and minutes later a driver (whose name you know because of the application) will pick you up just like a taxi would. You can also enter your destination so that Waze or Google Maps ensures you take the most efficient route. In Walmart’s case, they want to make it so you can press a button on your phone, and a cart will come to you! Smart carts may even be able to direct you to where an item is in the store, and give you information on inventory. The best part? The carts are designed to return themselves to the store after you’ve loaded your car.

Golfsmith Goes Belly-Up – for any of our readers that are golfers, you may be saddened to learn that you have one less place to shop for clubs, gear and apparel. Golfsmith International Holdings Inc. announced its Chapter 11 bankruptcy filing this past Wednesday, which has it joining the ranks of other brick and mortar retailers like Sports Authority in the graveyard. The stocks that may be affected by the store closings are Nike and Under Armour, which in the past made substantial sales to Golfsmith. The Golfsmith chain has 109 stores in the U.S. and 55 in Canada. The Golfsmith bankruptcy is another stark example of the decline of big box retailers, but it is also symptomatic of the decline in interest in the sport of golf. The number of U.S. golfers dropped to 24.1 million in 2015 from a peak of 30.6 million in 2003, according to the National Golf Foundation.

This week’s news painted a clear picture of just how fickle the market can be, with exciting innovations like Wal-Marts shopping carts balanced out with the pressures felt by the equity market. If there is one thing we know for sure, it is that markets are impacted by the confluence news in addition to expectations for future earnings. Therefore, it’s important to remember that trying to time the market can severely undercut your returns. Instead, focus on the long-term, ensure you’re diversified and balance your investments according to your time horizon for tapping into your portfolio. This is what we do at Zacks Investment Management. We employ strategies and leading investment research from our parent company, to achieve optimal performance on a risk-adjusted basis. The success of our process speaks for itself as five of our investment strategies reside in the top 10% of their respective classes according to Morningstar (as of 6/30/16)—we call this our ‘Dean’s List.’ Learn more about these strategies by clicking below… 

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 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. The information contained herein has been obtained from sources believed to be reliable but we do not guarantee accuracy or completeness. 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.
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