• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to secondary navigation
  • Skip to primary sidebar
  • Skip to footer

Before Header

Philadelphia Wealth & Asset Management Firm

wealth management

  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Who We Serve
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
    • Medical & Dental Professionals
  • People
    • Maris A. Ogg, CFA® – President
    • James M. Meyer, CFA® – Principal & CIO
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • James T. Vogt – Senior Portfolio Manager
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
    • Christopher M. Crooks, CFA®, CFP® – Senior Portfolio Manager
    • Michael J. Adams – Senior Portfolio Manager
  • Wealth Management
    • How to Select the Best Wealth Management Firms
  • Process
    • Financial Planning
    • Process – Equities
    • Process – Fixed Income
  • Client Service
  • News
    • Market Commentary
  • Video
    • Economic Updates
  • Contact
  • Click to Call: 610.260.2200
  • Send A Message
  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Services
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
    • Medical & Dental Professionals
  • People
    • Maris A. Ogg, CFA®
    • James M. Meyer, CFA – Principal & CIO
    • Raymond F. Reed, CFA – Principal
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • James T. Vogt – Senior Portfolio Manager
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
  • Wealth Management
  • Our Process
    • Financial Planning
    • Process: Equities
    • Process – Fixed Income
  • Client Service
  • News
    • News & Resources
    • Market Commentary
  • Videos
    • Economic Updates
  • Contact
wealth management

May 6, 2022- Cinco de Mayo was not a festive affair. Initially, it seemed Chair Powell threaded the needle yet again with stocks staging a massive run after his speech Wednesday afternoon. That rally only lasted a few hours as rates spiked and stocks got whacked yesterday. We remain range-bound but are teetering on critical support levels.

//  by Tower Bridge Advisors

Previous Fed Chair Alan Greenspan was nicknamed the “maestro”, not because he resembled a Seinfeld character, rather, he oversaw the Fed during a steady economic growth period from 1987 – 2006. The Dow quadrupled during his tenure resulting in the greatest cumulative return for any Chairperson. His easy money policies eventually led to the Great Financial Crisis that was resolved with massive money printing. Bernanke, Yellen and now Powell followed up with even more money printing, eventually leading us to where we are at today; massive inflation everywhere and a still overly accommodative Fed.

Powell tried his best maestro impersonation Wednesday afternoon, following the Fed Board’s unanimous decision to raise Fed Funds by 50bps to an upper limit of 1%. They also followed a well telegraphed script where balance sheet holdings will be reduced starting in June. For the first three months, the cap will be set at $30B/month in Treasuries and $17.5B/month in mortgage-backed securities. After that, it will increase to $60B and $35B, respectively. It was only 6 months ago they were purchasing $120B/month. Quite the mistake….I mean, reversal.

The real music started during his press conference. Fears for an overly aggressive tightening cycle were met with comments that 75bps increases are NOT on the table and 50bps was all but guaranteed for meetings in June and July. August is an off month where they can reassess incoming data and meet again in September where it could be another 50bps or smaller. Rate hike futures dropped, creating a sense that this Fed is fearful of creating an inverted yield curve. The Fed put was alive and well but there are reasons to believe this is the way to go. A lot of tightening is already priced in but won’t immediately hit the economy.

Corporate profit margins are peaking. Numerous commodities are declining. Mortgage rates have more than doubled to 5.5%. Loans are more expensive. Stocks are down double digits. Eventually, this works its way through the system but it does take time. Inflation doesn’t have to get to 2% by September for the Fed to slow down this tightening phase. It just has to show a positive trend downwards.

Investors cheered the somewhat dovish shift as stocks bounced ~3% across the board equal to nearly 1,000 Dow Jones points. Bonds advanced as well, causing yields to drop everywhere along the curve, especially on the short end. Every equity sector gained ground, led by Energy following an EU decision to phase in a Russian oil embargo. Russian oil is still flowing to other Asian economies at a huge discount but this move is expected to take off at least 1mm barrels from an already tight market. As Jim and I have noted on numerous occasions, it will be very difficult to get inflation back towards 2% – 3% if oil prices keep rising.

Not even a day later and those market gains were wiped away, and then some. Knee-jerk reactions to Fed meetings almost always get flipped the following day, but this was excessive on both ends. A decision to slow tapering and take 75bps increases off the table creates fear that inflation is not going away as fast as we need it to. The 30, 10 and 5 year Treasury yields spiked by 16bps, 15bps and 13bps to 3.16%, 3.07% and 3.02%, respectively, yesterday. That is a massive move in just one trading session and approaches four year highs.

Usual suspects responded in kind with the Nasdaq getting crushed, dropping 5% after its 3% rally on Wednesday. High beta, Covid-shutdown, money printing winners again proved to not find a floor, led by Shopify. You may notice a Shopify logo when purchasing something online as they help facilitate small business purchases among many other related functions. The stock was a darling, advancing from $300 to $1,750 during the pandemic. After a 72% collapse since November, one may think downside was limited. After their earnings update, the stock dropped another 15% yesterday and still sports a 125x P/E. Although many stocks today are great long-term values, the short-term is still quite uncertain. Buyers beware across the board, especially for those sky high P/E companies.

In total, all sectors ended in the red with safety areas like Utilities and Consumer Staples holding up better than most. This was a clear risk-off day, where everything got sold and hard. It’s highly probably some hedge funds were caught off guard and had to liquidate with margin calls hitting their trading desks.

We often talk of signs for bottoms in the stocks. One common theme is mass liquidations where 90%+ of stocks are down in one trading session. Even with a 25% drop in the Nasdaq from last year’s highs already past us, this looks to be the first 90% down day since the correction started. Painful to see, but washouts help find a floor from where bases or reversals can begin. By no means is that an all-clear signal but good to see for those with cash sitting on the sidelines awaiting favorable entry points.

No amount of Fed tightening will re-open China or end its zero Covid policy. It will not increase oil, grain or many underinvested commodities. They can’t pull back consumer handouts still sitting in savings accounts from the past few years. It won’t bring more people into the labor market. Supply chains need to repair on their own. Russia doesn’t care about interest rates either. The only thing that will help all of the above is time. That is what Chair Powell is attempting to “conduct” here. While opening their playbook over the next four months, investors have one less item to worry about over the slower summer months. Economists alike will offer a multitude of reasons why this is a good or bad thing. Only in hindsight will we know if this plan of action worked.

Who knows if the Fed’s plan is the right one, but cautious movements are preferred as opposed to a straight line to 3% or 4%. Many auto, business, credit and home equity loans are tied to the Prime Rate. Just about every Fed rate increase result in banks raising their Prime lending rate. Boost it too fast and consumers and businesses could collapse. They need time to prepare their finances. Even with the slowness, it is quite uncommon for this aggression to not lead to unintended consequences. That being said, I’m hard pressed to see any reason for baby steps with respect to the Fed’s bloated balance sheet. Rip off the band-aid and start reducing it. Showing a real sense of concern over inflation may give credence back to the Fed.

Investors should not get more bearish after days like yesterday. 10% – 20% corrections are more common than what we’ve experienced over the past decade of loose monetary conditions. They act as a cleansing of financial markets. That being said, it is hardly time to be aggressive either. Some purchases today will look great in five years but could see another 20% drawdown in five months. 90% down days happen in groups and are usually followed by consolidations, not a straight line to new highs. P/E ratios are coming down. Consumers are still flush with cash. Supply chains will keep improving, especially after China fully opens back up. All is not lost, but it could take at least until the Fall to see if this plan works.

Today, we get April employment numbers. Markets would prefer 3 things: solid jobs added, slowing wage growth and an increase in labor force participation rates. The report could dictate the next 1,000 points, positive or negative. The next critical update is the CPI report on Wednesday. Anything showing inflation peaking could bring relief to this volatility.

George Clooney turns 61 today. Here’s hoping Meek Mill, 35 years old today, can watch Joel Embiid play in tonight’s playoff game.

James Vogt, 610-260-2214

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: « May 4, 2022 – The key to the market today is Jerome Powell’s press conference at the conclusion of the FOMC meeting. What is key is whether or not he deviates from the current consensus on rate hikes and future reductions in the Fed’s balance sheet. Stocks are off to their worst annual start since 1939. I suspect today isn’t the day Mr. Powell wants to add more fuel to the fire.
Next Post: May 9, 2022 – Last week’s market was highly volatile, with very little net change except for the high P/E NASDAQ names. The Fed did what was expected, and both earnings and economic data were in line with forecasts. Unless the outlook changes appreciably in the weeks ahead, expect volatility to slow. Against that backdrop, reducing risk is a better path than speculation. »

Primary Sidebar

Market Commentary

Sign Me Up!

Latest News

  • May 23, 2022 – We avoided a bear market with a late day rally on Friday, but it’s hard to assume that a bottom is in. With stocks now down about 20%, we are more than halfway to a bear market bottom using historic averages as a guide. If we assume, at least for now, that any pending recession might be milder than average, hopefully, peak-to-trough, this market can be kinder to investors than the average bear market. Bear markets are ugly but they don’t last long, usually months, not years. Hopefully, we can see an end before too long.
  • May 20, 2022 – Retail earnings wreaked even more havoc on stock prices this week. Discretionary and Staple stocks suffered the most, and bonds finally offered a safe haven. A small relief rally yesterday came as options expire today. Volatility is still here, but valuations are back to historic norms.
  • May 18, 2022 – Stocks have finally begun to rally, a sign that market valuations have normalized. Perhaps the recent sharp declines were too much. While a V-shape may be forming, hinting at a bottom, there are few signs that speculative fever has been fully purged or that investors can see clearly past the series of interest rate increases to come. An interim bottom seems more logical than a final one.
  • May 16, 2022 – Stocks had a strong rally Friday after a sharp recovery Thursday afternoon, but to be convincing, we need another strong follow through today. We’ll see. Markets seem to have made a fair adjustment to a slowing economic outlook and a good part of the speculative purge has been accomplished. But, while stocks have returned to fair value, they may not yet be cheap enough to ignite a powerful, sustainable rally.
  • May 13, 2022 – The 2nd worst start to the year for equities is finally bringing numerous signs of finding a floor. We’re not at the all-clear signal yet, but many world class companies are now trading at relatively favorable entry points for long-term investors. Numerous questions remain, so baby steps are suggested for those with excess cash waiting to re-enter markets.
  • May 11, 2022 – The messages of the bond and stock markets over the past week have been quite different. Bond prices are about where they were before the FOMC meeting, while stocks continue in free fall. The NASDAQ has performed worse as speculation continues to be purged from the market. That process is well advanced but shows no sign of ending yet.
  • May 9, 2022 – Last week’s market was highly volatile, with very little net change except for the high P/E NASDAQ names. The Fed did what was expected, and both earnings and economic data were in line with forecasts. Unless the outlook changes appreciably in the weeks ahead, expect volatility to slow. Against that backdrop, reducing risk is a better path than speculation.
  • May 6, 2022- Cinco de Mayo was not a festive affair. Initially, it seemed Chair Powell threaded the needle yet again with stocks staging a massive run after his speech Wednesday afternoon. That rally only lasted a few hours as rates spiked and stocks got whacked yesterday. We remain range-bound but are teetering on critical support levels.
  • May 4, 2022 – The key to the market today is Jerome Powell’s press conference at the conclusion of the FOMC meeting. What is key is whether or not he deviates from the current consensus on rate hikes and future reductions in the Fed’s balance sheet. Stocks are off to their worst annual start since 1939. I suspect today isn’t the day Mr. Powell wants to add more fuel to the fire.
  • May 2, 2022- When leadership gets taken out to the woodshed, the whole market dies. That is what happened last week. While some escaped (e.g., Microsoft) the loud and clear message is that the big boys of the S&P 500 are now at or near economic maturity. That isn’t a message a market already worried about interest rates and recession wanted to hear.

Footer

Wealth Management Services

  • Individuals & Families
  • Financial Advisors
  • Institutions & Consultants
  • Medical & Dental Professionals

Important Links

  • ADV II & CRS
  • Privacy Policy

Tower Bridge Advisors, a Philadelphia Wealth and Asset Management firm, is registered with the SEC as a Registered Investment Advisor.

Portfolio Review

Is your portfolio constructed to meet your current and future needs? Contact us today to set up a complimentary portfolio review, using our sophisticated portfolio analysis system.

Contact

Copyright © 2021 Tower Bridge Advisors
Philadelphia Wealth & Asset Management, Registered Investment Advisors

101 West Elm Street, Suite 355
Conshohocken, PA 19428
Phone: 610.260.2200
Toll Free: 866.959.2200

  • Why Tower Bridge Advisors?
  • Investment Services
  • Our Team
  • Wealth Management
  • Investment Process
  • Client Service
  • News
  • Market Commentary
  • Economic Update Videos
  • Contact