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December 5, 2022 – We are in one of those mid-quarter quiet times when any surprise could elicit an outsized reaction. Without any surprise the focus will shift to next week’s FOMC meeting. Seasonal momentum is still working in the stock market’s favor, so are declining long term bond yields.

//  by Tower Bridge Advisors

A stronger than expected jobs report sent stocks lower early Friday but an afternoon rally erased most of the losses. The rally demonstrated the market’s current strong momentum. We are once again at a time on the calendar when there is relatively little in the way of corporate or economic news, at least until next week’s FOMC meeting. That suggests trading should be relatively tranquil. However, it also means any surprise takes on outsized importance.

Investors seem to be settling in on the message from the Fed that the pace of future interest rate increases at the short end of the curve is going to be slower but that the ultimate rate peak will be guided by the persistence of inflation next year. The bond market seems to be betting that inflation will come down relatively quickly precluding the need to send Fed Funds over 5%. I read that conclusion from the fact that yields on 10-year Treasuries have fallen persistently for three months. No number is more closely aligned to the pace of expected inflation than the yield on the 10-year Treasury. Of course, the market isn’t always right. Friday’s jobs report showed wage inflation still over 5%.

Yet in a world of uncertainty, one thing is certain. As long as the Fed is committed to bringing inflation back toward its 2% target, it will succeed. What we don’t know is how long it will take or what economic collateral damage may occur as a consequence of Federal Reserve actions. Judging from the stock market rally since September, investors seem to be more confident than they were in late summer that the Fed can get the job done in 2023 with only modest economic damage. At the moment, that’s a guess, one written in pencil, not ink. We’ll see.

But there is no debate that persistence of higher interest rates, attaching a real cost to borrowing, will slow the pace of the economy. That hasn’t happened yet for a few reasons. First, rates only got high enough to squeeze growth rates in the past couple of months. The impact of higher rates takes time to cause actions to change. Second, Americans are still living off the $3 trillion bundle Washington handed out during the pandemic at a time when spending was restricted either by mandate or medical-related fears. One can see by the low current savings rate that consumers are starting to eat into that stash. One wouldn’t expect the spending spree to stop before Christmas especially since the unemployment rate is only 3.7% and jobs are plentiful.

That is not to say that pockets of weakness are beginning to show. Spending has drifted from goods to experiences. Instead of buying PCs and TVs, Americans are spending the money to travel. High interest rates have weakened housing demand although construction activity has remained strong due to strong backlogs. Layoffs are rising in Silicon Valley not due to economic weakness per se but to excessive optimism that technology growth rates would continue at double digit rates forever. These are pockets of weakness. Overall, economic growth remains solid, at least for now.

Thus, investor views are consolidating around a conclusion that (1) the Fed will win the battle to beat inflation, (2) it can be completed relatively quickly, and (3) the collateral economic damage can be contained. What hasn’t been discussed much is what lies on the other side, after the battle to reduce inflation ends.

From the start of this century through 2018, the U.S. population grew every year by at least 0.8%. In 2021 and 2022, that rate has be cut by more than 50%. In 2020 and 2021, Covid deaths had an impact, but there is more to the story. Birth rates are down. Immigration, at least legal immigration, is way down. The reasons are many. For this discussion, the fact that immigration is down is the only fact I need to deal with at the moment. Long-term economic growth is a product of population growth times gains in productivity.

As you can see from the chart above, productivity growth is below zero. It has only been this low post WWII in times of recession. Even if one tries to explain away the negative productivity of the moment, looking back over the past decade, the average improvement in productivity averaged around 1%. Add something less that 0.5% for population growth to a productivity of 1% and it is easy to conclude that sustainable growth will be something between 1% and 2%.

The Federal Reserve has two mandates, maintaining the purchasing power of the dollar, and maximizing employment within the constraints of the need to control inflation. Once equilibrium is restored, i.e., inflation is reduced toward 2%, what is the Fed likely to do? The best response would be for it to reduce short-term interest rates to a level that neither constrains growth nor stimulates it to the point of reigniting inflation. There is not one precise rate that corresponds to that wish, but suppose the rate is in the range of 2.5-3.0%, a level that would attach a real cost to borrowing should inflation stay close to 2%. The Fed could then make small periodic adjustments to keep inflation stable and unemployment low.

That, at least to me, would be the ideal. But will markets, the White House, and Congress tolerate growth of 1-2%? Won’t there be pressures to goose the growth rate? In the 1970s, the Fed fought and won the short-term battle against inflation 3 times only to respond with too much stimulus in the aftermath. This time, at least so far, the Fed has held to its game plan. In the 1970s, money supply grew at double digit rates. In 2022 it is declining, but to date, we haven’t seen any significant economic damage. If layoffs expand or there is some sort of mini-crisis in financial markets, the Fed almost certainly will add liquidity. As long as the increase is moderate and brief, that would be proper.

Thus, after the battle is over, we face two possible worlds. One is a world of slow growth dictated by lower population growth and tepid gains in productivity. Growth would be slower than in the past simply because of factors outside the control of Congress or the Fed. Even slow growth, however, would fulfill the Fed’s mandates of low inflation and full employment. The second possibility is simply that markets won’t accept that conclusion and will push for stimulus to accelerate growth. Depending on how much slack is rebuilt by current central bank tightening, such stimulus might work for a short period of time, but ultimately it will reignite inflation leading to a path that mirrors the 1970s, although hopefully not to the extreme seen back then.

For now, markets aren’t focused that far ahead. But as long-term investors, those possible consequences shouldn’t be ignored. Stock selection should be done with an eye to the likelihood that the tailwinds of future economic growth will be modest. Growth will have to come from gaining market share or from the creation of new opportunities that don’t exist today. Looking backwards, McDonalds# and Costco# are examples of the former while Google# and Amazon# are examples of the latter. The winners of the past are not necessarily the winners of the future.

Today, opera star Jose Carreras, one of the “Three Tenors” turns 76.

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 2, 2022 – On Wednesday, Chairman Powell offered an early holiday treat for markets, especially growth stocks. While his comments jibe with what most Fed officials have been saying for weeks, it was welcome news following the blowup from his surprisingly hawkish Jackson Hole speech a few months ago. Not much follow-through yesterday though, as major averages ran into significant resistance levels.
Next Post: December 7, 2022 – Stocks plummeted for the second day in a row, raising the caution flag. Markets simply got overvalued. Obviously, the FOMC meeting next week will matter, but valuation trumps all else in the long run. Assuming stocks trade within 10% of fair value most of the time, by last Friday they passed the upper end of that range. »

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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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