Private Client Group

March 16th, 2020

Oil Price War Adds to Coronavirus Economic Fallout

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In today’s Steady Investor, we look at key factors that we believe are currently impacting market volatility and what could be next for the markets such as:

Oil Price War Sends Shockwaves – As the old saying goes, “When it rains, it pours.” Markets were already under stress, given coronavirus fears. But then came news over the weekend that Saudi Arabia was engaging in an “oil price war” with Russia after the two oil-producing giants failed to come to an agreement over supply cuts. The oil industry was already hurting from soft demand made softer by the coronavirus’s effect on travel. The Saudis originally wanted supply cuts to help offset softening demand and provide price support, but when the Russians wouldn’t cooperate, the Saudis made the bold choice of flooding the market with more supply – hoping to punish Russia and gain some of its market share. Saudi Aramco (Saudi Arabia’s oil behemoth) announced this week that it had received direct orders to raise output capacity to 13 million barrels a day, a significant increase from the 10 million barrels a day currently in production. This supply shock is bad news for US shale producers and the US energy sector at-large, which has been struggling to make a profit for years. We might reasonably expect a wave of bankruptcies and debt defaults for small shale companies like we saw in 2016, bringing further woes to the Energy sector. The upshot to the oil price war is that US consumers are likely to benefit from cheaper gasoline, with some estimates showing that lower oil prices could add up to $125 billion of new disposable income.1

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Trading Your Retirement Could Wipe Out Your Nest Egg

In times like this, when the market is volatile, many investors let their emotions and fear drive their investments. Even if you’re a seasoned and smart investor, trying to self-direct your retirement investments poses an extremely high risk – not because you aren’t competent, but because you are human. Instead of letting your emotions take control, it is essential to focus on the long-term outlook and the hard data.

If you have $500,000 or more to invest, get our free guide, “Why Trading Your Own Retirement Can Be Hazardous to Your Financial Health”—it offers some compelling reasons—backed by facts and research—why trading your retirement assets can be hazardous to your financial health.

This guide explores some of the key differences between trading and investing for retirement:

Download Your Copy of “Why Trading Your Own Retirement Can Be Hazardous to Your Financial Health.”2

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Markets Price In More Economic Fallout from Coronavirus – US and global stocks extended their volatile streak in a big way, with wild swings throughout the week rattling investor’s nerves. As news poured in of event cancellations, canceled flights, new travel restrictions, school closings, and bans on large gatherings, the stock market appeared to quickly price in the worst-case scenario of economic impact. The S&P 500 posted its worst single-day drop since 2008, 3 and talks of economic recession picked up with every day that passed. Investors everywhere are wondering, is the US economy heading for a recession? It is too early to know today, but it looks as though the economic impact is no longer a supply-related issue only, where supply chains are disrupted and production levels drop sharply. With consumers and businesses holding back from spending and investment, and consumers in general avoiding active engagement in the economy, we’re now seeing a palpable demand shock to the economy – which could make a short and shallow recession a self-fulfilling prophecy. That being said, from the moment the coronavirus outbreak and fear of the outbreak fades from the center of public discourse – which we are confident will happen sooner than later – these supply and demand shocks could see a sharp swing back to the positive. The market is likely to anticipate this change before the media and public consciousness does.

Will the Federal Reserve Come to the Rescue?

In response to the economic risks posed by the spread of the coronavirus, the Federal Reserve held an emergency meeting last week to cut rates by a half percentage point. The Fed basically never makes emergency cuts – the last time they did was during the 2008 global financial crisis. In a move that surprised many, equity markets sold off sharply following the Fed’s decision. We know why the Fed decided to cut rates: 1) lower rates mean lower borrowing costs to potentially shield the US economy against a reduction in global growth, and 2) lower rates give the market confidence the Fed is prepared to step in and take action. These are worthy causes on paper, but will the Fed’s actions actually make much of a difference? The short answer, in our view, is no. On the supply side, cutting interest rates by a half percentage point cannot restart factories, get people back to work, or remove travel restrictions. On the demand side, rate cuts won’t inspire people to go out to dinner and the movies, spend money in shopping malls, or travel for tourism.4 What’s needed now more than rate cuts is confidence that public health officials and governments are slowing the spread of the virus. Until that happens, the rate cuts aren’t likely to make much of a difference, in our view.

All the negative news surrounding the market probably has you wondering how you can protect your investments and your retirement against volatility. But if you are currently managing your own retirement assets, you could be jeopardizing your financial security. And it’s not because you don’t have investing skills—it’s because trading for short-term profits and investing for long-term goals are two very different things. And fear has a way of making even the most qualified investor make emotional knee-jerk reactions instead of focusing on long-term goals.

If you have $500,000 or more to invest, get our free guide, “Why Trading Your Own Retirement Can Be Hazardous to Your Financial Health”4—it offers some compelling reasons—backed by facts and research—why trading your retirement assets can be hazardous to your financial health.

This guide explores some of the key differences between trading and investing for retirement:

Disclosure

1 The Wall Street Journal, March 8, 2020. https://www.wsj.com/articles/saudi-aramco-shares-fall-below-ipo-price-for-first-time-11583663747

2 ZIM may amend or rescind the “Why Trading Your Own Retirement Can Be Hazardous to Your Financial Health” guide for any reason and at ZIM’s discretion

3 The Wall Street Journal, March 10, 2020. https://www.wsj.com/articles/coronavirus-confronts-global-economy-with-long-road-to-recovery-11583855225

4 The Wall Street Journal, March 3, 2020. https://www.wsj.com/articles/a-misplaced-faith-in-the-power-of-central-banks-11583256163?mod=searchresults&page=1&pos=3

5 ZIM may amend or rescind the “Why Trading Your Own Retirement Can Be Hazardous to Your Financial Health” 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.

The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor’s. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor. An investor cannot invest directly in an index.
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