Market drop (explainer)

What’s going on with markets?

Why does the federal government keep getting into fiscal fights?

A lot is going on, so let’s discuss.

Why did markets melt down?

A combination of things.

Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy. 1

The reality of what high interest rates (that may go even higher this year) could mean for corporate profits is also setting in.

Companies that have to refinance corporate debt at higher rates could see much higher interest payments, cutting into their performance.

And on top of all that is the latest round of fiscal drama in Washington.

All that uncertainty pushed markets into fear and selling mode.

What are markets going to do next?

That’s hard to say.

Markets often bounce after a selloff as traders buy the dip.

We’re kicking off a new quarter and positive news could cause stocks to rally.

However, bearish selling pressure could continue as investors recalibrate their expectations about how long higher interest rates could linger.

So, what’s behind the ongoing budgetary drama in Washington?

Phew. It’s complicated.

Many economists and politicians agree that federal spending needs to be reined in.

The problem is that no one agrees on when and where to cut.

The U.S. has a pretty big deficit issue.

The Congressional Budget Office (CBO) projects that the federal deficit will rise to nearly $3 trillion per year in the 2030s, up from about $1.4 trillion in 2022. 2

That large gap will continually add to the overall national debt (and interest payments) until it’s addressed.

Critical deadlines like the passage of spending bills (or raising the debt ceiling) offer an opportunity for politicians to force a standoff.

If federal spending needs to be cut, are budget showdowns actually that bad?

Fiscal crises aren’t good for the economy or markets.

Government shutdowns are disruptive as offices close down, troops and workers go without pay, and regular government processes stop.

Debt ceiling standoffs risk defaulting on sovereign debt, which would spill over into global financial markets.

The CBO estimated that the 2018-2019 shutdown cost the economy $11 billion, $3 billion of which was never regained by future spending. 3

Even near-misses can be costly as they inject uncertainty and distrust about government processes.

In its August downgrade of U.S. credit, Fitch Ratings emphasized its concern about how political polarization affects regular government processes in Washington. 4

Here’s the bottom line: the long-term effects of the latest crisis are likely to be muted.

There are a lot of factors (positive and negative) driving markets and this is just one of them.

However, we’re likely to see a lot of volatility ahead as investors digest economic data and judge recession risks.

We’ll be watching the markets closely as Q4 kicks off.

Not sure what all this means for you and your retirement plans? Click here to schedule a call with me– let’s chat!

Best,

Barry

Sources:
1. https://www.cnbc.com/2023/09/25/stock-market-today-live-updates.html
2. https://www.cbo.gov/publication/58946#_idTextAnchor004
3. https://www.reuters.com/world/us/shutdown-default-washingtons-risky-new-debt-ceiling-standoff-2023-01-24/
4. https://www.cnn.com/2023/09/25/economy/moodys-us-government-shutdown-credit-rating/index.html
Chart sources: https://www.cbo.gov/publication/58888

 

_____________________________________________________________________________

“Information is the resolution of uncertainty.”
– Claude Shannon

Wealth With No Regrets ® is an investment advisor in Georgia. Wealth With No Regrets ® is registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Wealth With No Regrets® only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Wealth With No Regrets’® current written disclosure brochure filed with the SEC which discusses, among other things, Wealth With No Regrets’® business practices, services, and fees is available through the SEC’s website at: www.adviserinfo.sec.gov These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation. Any reduction in taxes would depend on your specific tax situation. Investments in securities entails risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. Content prepared by Snappy Kraken.

Leave a Comment