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Why extreme oil price volatility sets off alarm bells for markets and the economy

Nearly every time front-month Brent futures have risen or fallen 30% or more in a month, that’s been accompanied by above-average stock market volatility. In most cases, it’s either coincided with or been soon followed by a recession.

In the long run, stocks tend to follow earnings.

And in the short term, RBC’s equity analysts don’t think the companies they cover (outside of the energy sector) will take a big hit from the increase in oil prices.

RBC’s analysts were polled on March 3 and 4 on what would happen in the event that this conflict lasts more than four weeks with crude prices staying above $100 for “an extended period of time.”

Their response, per RBC Chief US Equity Market Strategist Lori Calvasina:

“Among our non-Energy analysts, 72% said that EPS impacts from higher oil and gas would be ‘none,’ ‘only a little,’ or ‘not relevant/mixed/don’t know.’ The same was true for 77% of our analysts when we asked about direct revenue / Middle East impact and 66% when we asked about impact from knock-on effects. Does this data suggest that a worsening of the conflict doesn’t matter to US equities? No, but it does suggest that the risks are concentrated in certain areas and that in many the potential impacts are not seen as highly significant.”

That’s a rather glass-half-full way of approaching the current backdrop for markets (but, to be fair, the glass-half-full view usually carries the day for stocks).

History would also tell us that extreme moves in oil prices tend to either reflect, or cause, big changes in demand. That is, oil going down a lot tells us that demand is bad; oil going up a ton tells us that demand will soon be bad because of how high prices are.

Outside of crude rebounding from a supply-driven tumble in Q1 2016, every time front-month Brent futures have risen or fallen 30% or more in a month, that’s been accompanied by above-average stock market volatility. In most cases, it’s either coincided with or been soon followed by a recession.

Because oil plays a role in determining the price of everything that’s shipped, as well as how much most people spend filling up their tanks, it has a big macroeconomic impact.

Whether or not an individual company will face stress from surging oil prices is missing the forest for the trees — or rather, missing the tankers for the empty strait.

Oil price volatility is something that tends to mark a crisis. What’s happening right now is certainly a geopolitical crisis, and could metastasize into an economic and market crisis. It certainly doesn’t have to! But one thing we know about humungous gyrations in oil prices is that they’re fuel for higher correlations, and in times of crisis, correlations tend to go to one.

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Oil-sensitive stocks and companies relying on middle-class spending are getting crushed

Sometimes there’s a singular story driving the markets. With US benchmark crude oil prices topping $100 a barrel, Monday is one of those days.

Oil-sensitive stocks are getting clobbered, with airlines foremost among them. JetBlue, United Airlines, and Alaska Air are all tumbling.

But the pain is more widespread than that, with industries where oil prices are a major input, such as chemical manufacturers (Eastman Chemical), industrial machinery makers (Illinois Tool Works), and building products (Owens-Corning), also getting shellacked.

More ominous — economically speaking — is the performance of companies catering to America’s middle class, including Macy’s, Kohl’s, Best Buy, and Texas Roadhouse. The drop suggests that investors and traders expect the rising cost of fuel to eat away at disposable income, potentially setting the stage for an economic slowdown.

Some of the worst off on Monday are companies that are both fuel-sensitive and heavily reliant on middle-class consumers — a double whammy.

Cases in point: Carnival is getting creamed, and Clorox, a company that depends on slightly better-off Americans shelling out for its brand-name products, is also getting pummeled.

But the pain is more widespread than that, with industries where oil prices are a major input, such as chemical manufacturers (Eastman Chemical), industrial machinery makers (Illinois Tool Works), and building products (Owens-Corning), also getting shellacked.

More ominous — economically speaking — is the performance of companies catering to America’s middle class, including Macy’s, Kohl’s, Best Buy, and Texas Roadhouse. The drop suggests that investors and traders expect the rising cost of fuel to eat away at disposable income, potentially setting the stage for an economic slowdown.

Some of the worst off on Monday are companies that are both fuel-sensitive and heavily reliant on middle-class consumers — a double whammy.

Cases in point: Carnival is getting creamed, and Clorox, a company that depends on slightly better-off Americans shelling out for its brand-name products, is also getting pummeled.

Retro outdoor sign to save money on gas, Save $ on fuel

Where in the US have gas prices jumped the most since the US attack on Iran?

Drivers in some states are seeing pump prices rise much faster than others.

markets

Live Nation reportedly reaches settlement with DOJ over Ticketmaster

Live Nation is jumping in premarket trading on Monday after reports that it has reached a settlement with the Department of Justice over an antitrust lawsuit that could have forced the company to sell Ticketmaster.

After Bloomberg reported that the company was close to a settlement, The Wall Street Journal early on Monday reported that a deal had indeed been reached with an agreement that crucially spares the entertainment giant from breaking up with Ticketmaster, in return for making it easier for other promoters to compete in Live Nation venues.

The prompt agreement, with negotiations presumably intensifying since the trial kicked off on March 2, is expected to get relief to consumers faster than Live Nation going through a trial, per a Justice Department official cited by the WSJ.

Separately, Politico reported that the settlement would include $200 million in damages to participating states — a tiny fraction of Live Nation’s more than $36 billion market cap. Politico also expects Live Nation to divest more than 10 amphitheaters and cap Ticketmaster’s service fees at its amphitheaters under the agreement.

The settlement, which still requires approval from a judge, is set to be made public on Monday, and has seen about 10 states agreeing to the new framework, according to people familiar with the matter. Other state attorneys general may continue to separately litigate.

After Bloomberg reported that the company was close to a settlement, The Wall Street Journal early on Monday reported that a deal had indeed been reached with an agreement that crucially spares the entertainment giant from breaking up with Ticketmaster, in return for making it easier for other promoters to compete in Live Nation venues.

The prompt agreement, with negotiations presumably intensifying since the trial kicked off on March 2, is expected to get relief to consumers faster than Live Nation going through a trial, per a Justice Department official cited by the WSJ.

Separately, Politico reported that the settlement would include $200 million in damages to participating states — a tiny fraction of Live Nation’s more than $36 billion market cap. Politico also expects Live Nation to divest more than 10 amphitheaters and cap Ticketmaster’s service fees at its amphitheaters under the agreement.

The settlement, which still requires approval from a judge, is set to be made public on Monday, and has seen about 10 states agreeing to the new framework, according to people familiar with the matter. Other state attorneys general may continue to separately litigate.

markets

Leo KoGuan, billionaire Tesla bull, tweets that he purchased another 1 million shares of Nvidia

Billionaire software entrepreneur, philosopher, and now major Tesla and Nvidia bull Leo KoGuan tweeted that he bought another 1 million shares of the chip designer.

“Hopefully, I can contribute a little to calm the nervous market. Good luck all,” he wrote in his message.

Unless KoGuan can work some magic in global oil markets or conflict resolution in the Middle East, however, “a little” may be all he’s able to contribute in favor of market tranquility.

Stocks, including Nvidia, are modestly positive this morning despite the spike in oil prices weighing on major indexes.

Unless KoGuan can work some magic in global oil markets or conflict resolution in the Middle East, however, “a little” may be all he’s able to contribute in favor of market tranquility.

Stocks, including Nvidia, are modestly positive this morning despite the spike in oil prices weighing on major indexes.

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Vertiv, Lumentum, Coherent, EchoStar pop on S&P 500 inclusion, as Match Group is removed

Data center equipment maker Vertiv Holdings, photonic companies Lumentum and Coherent, and telecom company EchoStar rose in premarket trading on Monday after S&P Dow Jones Indices announced on Friday that the four companies will join its flagship S&P 500 Index.

The newcomers will replace Match Group, Molina Healthcare, Lamb Weston, and Paycom Software, most of which are trading lower in premarket trading on Monday.

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