Weekly Snack with Dave

Weekly Snack with Dave

A TRANSITIONAL PHASE OF MARKET LEADERSHIP

We are in a transitional phase of stock market leadership — the cyclical upswing that transpired is now in the rear-view mirror. As such, investors need to re-weight their portfolios accordingly — moving away from inflation/pro-cyclical exposure towards interest-rate sensitive and defensive growth segments.

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FISCAL STIMULUS WITHDRAWAL IS BIGGER THAN THE DELTA VARIANT

I keep hearing about how great the economy is doing on Bloomberg and CNBC but does anybody out there know that in the past three months, personal income has declined by $3.7 trillion at an annual rate? It isn’t just the delta variant but the extent of the fiscal policy stimulus withdrawal that is having a negative impact on incomes.

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WHAT IS BEHIND THE DEMAND TO PARK CASH AT THE FED?

Back on July 30th, usage of the Federal Reserve’s Overnight Reverse Repo Facility (ON RRP) hit $1 trillion for the first time. After a brief dip below this milestone, we have now seen seven consecutive days of $1 trillion+ parked at the Fed in a sign of just how much “excess” cash is floating around the financial system.

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MIXED NEWS ON BUSINESS SPENDING

Well, was the durable goods data for July weak or strong? The headline came in at -0.1%, not far off consensus views. But core capex orders, the most important aspect to the report since they are a proxy for business spending intentions, were flat for the first time since February and came in with the second weakest reading since April 2020.

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GLOBAL WATER FIGHT: ADD THIS LIQUIDITY TO THE PORTFOLIO

For investors, knowing about water risks can help to strengthen long-term selection of investments by industry, region and corporate social responsibility practices of individual firms. It is clear that significant investments will be needed to strengthen water utilities against the impacts of climate change, but this looks to be the early stages of a bullish secular theme.

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These snippets are from Weekly Buffet with Dave, a Rosenberg Research publication that compiles the best articles of the week from Dave’s daily report, Breakfast with Dave. To access the full report, click here to sign up for a free trial.

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