September 2, 2019

What happened last week.

What we're watching for next week.

The Stock Market

This market has turned into a 15 round heavyweight fight between bulls and bears, or optimists and pessimists if you like. The latest round went to the bears, but the fight isn't over. Down by 1.8% isn't very noteworthy, given that the normal monthly range for the S&P 500 is up or down 2.13%. 

The Economy

The economic numbers are coming in mixed for the U.S. but decidedly weak for most other countries. Few economists will deny that the global economy is slowing. But U.S. economists, in general,  think that we can escape the grip of a global recession. We'll see about that.

We now have $17 trillion of negative-yielding government debt in the world. This is a tax on savers - especially pension funds. How long can this go on? The bogeyman of deflation is in the air.

Geopolitics

There isn't much in the way of positive news to report this week. The U.S.-China trade war continues to escalate; Sabre-rattling between U.S. and Iran is intensifying; North Korea is still test-launching missiles and working on their nuclear warhead program; Afghanistan is devolving into a Taliban killing field; and Prime Minister Boris Johnson appears to be mimicking Trump by painting the British Parliament as the enemy of the people.   

Chart 1. Winning Asset Classes Year-to-Date 

This table is a snapshot of the YTD performance of asset classes based on widely held ETFs. There is now $5.6 trillion parked in ETFs which gives us a good idea of which asset classes are winning and which are not. Here are the best performing asset classes YTD.

table of best asset classes ytd 2019

Chart 2. Losing Asset classes YTD

Here are the worst performing asset classes YTD.

table of worst asset class etfs ytd 8-30-19

Chart 3. Summary of Winning ETFs

This table shows the number of asset class ETFs that made it to the Top 25 list.

etf winners 2019

Chart 4. Summary of Losing ETFs

This table shows the number of asset class ETFs that landed at the bottom of the performance rankings.

etf losers 2019

Final Thoughts

The bears are circling but the bulls are not ready to give up the fight. For next week I'm watching for movement on the Trade War front, the worsening of the Treasury yield curve, and Friday's employment report.

If you want more info about how to set up a solid Plan B, see my articles on the subject here and here and here.

For a full analysis of the probability of a bear market or a new recession, check out my Monthly Intelligence Report.  

As always, if you like what you see, or have suggestions for improving this recap, leave a comment below, or email me at info@zeninvestor.org

About the author 

Erik Conley

Former head of equity trading, Northern Trust Bank, Chicago. Teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}