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December 14, 2022- Today is FOMC day. Whatever markets do before the rate announcement at 2 pm is likely to change quickly, not because there is doubt about a 50-basis point increase, but because traders make lots of bets beforehand that need to be unwound. Markets will focus on what Chair Powell has to say afterwards, but the reality is that the path of future rate increases next year will be based on facts not available today.

//  by Tower Bridge Advisors

Stocks soared at the open yesterday after a favorable CPI report showed inflation slowing. Markets then faded as investors realized the good news by itself would have no bearing on pending Fed policy. By day’s end, gains were minor and inconsequential. Now traders await the conclusion this afternoon of the FOMC meeting. A 50-basis point increase in short-term rates is a foregone conclusion but the future path of rate increases isn’t. Everyone will focus on any nuance regarding forward guidance emanating from Chair Powell’s post-meeting remarks.

The fact that inflation is receding wasn’t in doubt. The small 0.1% increase in headline CPI month-over-month was a bit better than previously anticipated, mostly due to a sharp drop in energy related costs. Services related items were still uncomfortably high. Shelter costs remain extended as well. There is little question that these will come down in coming CPI reports. For whatever technical reasons, there is a lag between slowing rents and the way shelter cost changes are calculated in the CPI report. Thus, inflation is clearly on its way down.

Mr. Powell’s job today is to make sure investors realize two points. First, lowering inflation for goods is much easier than lowering services costs. A half-done job isn’t a completed job. To get services and wage demand under control requires higher rates and more time. Second, while the pace of rate increases is going to slow starting today, the Fed isn’t exiting the fight any time soon. Inflation has to get low and stay low for that to happen. Of course, the Fed realizes that price stability is only one of its mandates. Economic growth and full employment are the others. Crushing inflation at the expense of the economy isn’t a good solution. Indeed, that explains the slowing pace of future rate increases. As market watchers look to the Fed today, the only serious question is how many future increases are necessary. Most agree, for the moment, there will be one more in February, probably 25-basis points. Beyond that is a guess. It’s a guess for the Fed and it’s a guess for investors. For all the guesses and all the CNBC interviews on the subject, no one has a crystal ball clear enough to tell us what policy steps will be needed beyond February. Decisions to be made at the mid-March meeting will be totally dependent on the courses of the economy and inflation between now and then.

As long-term equity investors, the real question is how relevant is any of this. If a serious and/or elongated recession is in front of us, it matters quite a bit. However, that doesn’t seem likely. The same can be said if inflation persists at elevated levels despite tight monetary policy. But if we face an economy growing close to 1% or falling 1-2%, how good companies operate won’t change. Managements today are much more cautious about hiring than they were six months ago. At the same time, they are loathe to fire quality, experienced workers knowing how tough it will be to rehire or replace them. They will absorb the extra costs for a brief period. Those with solid balance sheets will be looking for ways to gain advantage over weaker competitors. Blocking and tackling. That’s what the best managements do well. There are always challenges. The economy is just one of them. Changing rules and regulations are others. Competitor actions often require reaction. Successful R&D leads to new products and opportunities.

There is also a realization that no product or service can grow at high rates forever. Two decades ago, joining Facebook was the rage. Today, the site loses users faster than it can sign up new ones. Is there anyone left without a laptop or a smartphone? But with that said, Apple keeps showing users how to do more things with their phone. Just look at the growth of Apple Pay.

When it comes to demonstrating enduring competitive advantage, I always turn to McDonald’s. Mickey D’s did not invent the hamburger. Nor did it invent the $0.15 burger. What it did was introduce a quality product backed up with quick service and consistency across all stores. Then it added on. The Big Mac. Egg McMuffin, Kids meals, playgrounds, drive-thru windows. The App and rewards programs. At the same time, it was making improvement to kitchens to attain both consistency and delivery speed. Kiosks replaced order takers. The only assurance I can give you about the future is that more changes will come. As for its competitors, they keep trying to catch up. McDonald’s still has only a tiny share of the food eaten away from home business. Time has eroded some of the good ideas of the past. There are fewer playgrounds and Kids Meals today. The McDonald’s customer has aged over time, but management rarely loses focus and it adapts. During Covid, dining rooms were shut but drive thru traffic soared. The focus shifted to drive thru speed. I use McDonald’s as an example because it is easy to understand, but there are dozens more operating in very diverse business arenas.

As investors, you still need to pay attention to stock prices. Even McDonald’s gets overvalued at times. The best buy moments are when great companies hit a pothole. If you drive in Philly, you try to avoid the potholes, but you can’t avoid them all. When a great company misses earnings by a penny or two, see why. If it’s a pothole, step in. But make sure it’s a one-off event, not a game changer (e.g., losing market share to a better product) or an early sign of maturity.

It is likely today that markets will be rather volatile between the time of the Fed’s press release and the close of the market. Volatility could spill over to tomorrow. But will anything said or done today shift the economic winds measurably over the next year? Probably not. Keep focusing on upgrading your portfolios with companies capable of enduring growth over time.

Today, former FBI Director James Comey is 62. Former tennis star Stan Smith is 76. Today, he is probably better known for sneakers than tennis.

James M. Meyer, CFA 610-260-2220

 

Additional information is available upon request.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Market Commentary

Previous Post: « December 12, 2022 – Today, markets await tomorrow’s CPI report and Wednesday’s conclusion of the FOMC meeting. Both could be market moving, but neither is likely to change the longer-term economic needle by itself. Both inflation and economic growth are going to decline, as will earnings forecasts. Those are already discounted in the market. Long term values for stocks will be much more dependent on company fundamentals than short-term changes in the economic outlook, assuming any downturn is brief and moderate.
Next Post: December 16, 2022 – Chairman Powell, along with a punk retail sales update for the critical Holiday season, took away recent enthusiasm for a pivot from investors. Following a rapid ~20% rise in stocks since October, a realization that things are not all that rosy for 2023 is coming to the fore. Bond and stock markets are at distinct odds right now. »

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  • February 3, 2023 – So much for tight monetary conditions!? Stocks roared yesterday following Fed Chair Powell’s question and answer session. There was little new news to digest, but any hint of a pause is being taken with rampant FOMO and short covering. Stocks staged an impressive 2-day rally. All eyes are on payrolls today, following a less than stellar earnings evening on Thursday.
  • February 1, 2023 – Today the Federal Reserve concludes its 2-day FOMC meeting. While a quarter point rise in the Fed Funds rate is a foregone conclusion, the future direction of short-term rates will be the focus of everyone’s attention. Given the strong performance of financial markets in January, one should expect an effort by Chairman Powell to temper the current enthusiasm.
  • January 30, 2023 – This will be a busy week for earnings and Fed watchers. The results will matter less than the commentary. Stocks have exploded out of the gate this January, perhaps too far, too fast. The news this week may be a headwind, at least for the moment.
  • January 27, 2023 – January strength continues to pull money in from the sidelines as FOMO is creeping back into the market. A 5% jump in the opening month historically portends to a solid year. While earnings are coming in mixed and guidance even more muted, it is the stock’s reaction that matters more.
  • January 25, 2023 – Microsoft’s somber outlook will throw a bucket of cold water on stocks this morning. While the reaction to a weak outlook is likely to be less severe than the pummeling tech stocks took after third quarter earnings reports, the news is likely to burst the recent bubble of optimism that an all-clear signal will be sounded imminently. Market volatility continues for now without setting interim new highs or lows.
  • January 23, 2023 – Stocks remain in a trading range, pushed higher by declining long-term interest rates and pushed lower by economic fears. While markets trade within a range, there are winners and losers reacting to their own set of fundamentals.
  • January 20, 2023 – 2022 was a battle over inflation and how high interest rates would go. 2023 is turning into a battle over recessionary conditions and how much negative news is priced into stocks and bonds. There is wide disagreement on both, leading to an even cloudier picture for investors.
  • January 18, 2023- It’s earnings season. Goldman Sachs’ weak numbers yesterday sent stocks lower. A few good earnings reports will move them in the other direction, at least for the next two weeks. Meanwhile we are seeing rotation back to early cycle names, a good sign. Picking tomorrow’s winners means looking forward, not chasing what led the market in the last bull run.
  • January 13, 2023 – Finally, a CPI report that did not send shockwaves through markets. A relatively in-line update with the first month-over-month decline in prices was welcome news. This continued a streak of declining monthly inflation reports and should show the Fed that it is time to slow their aggressiveness. Things will not be that easy though.
  • January 11, 2023 – Earnings season kicks off Friday. December CPI data will be released tomorrow. Both could be market moving. The expectation is that inflation will continue to moderate while earnings are likely to decline slightly.

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