Cumberland Advisors Week in Review (Mar 02, 2020 – Mar 06, 2020)

Author: Cumberland Advisors, Post Date: March 8, 2020
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The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

Week In Review

These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.

CUMBERLAND ADVISORS’ WEEKLY RECAP

As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.

 

Thank you for joining us for another “Cumberland Advisors Week In Review.” This week we have David Kotok and Matt McAleer on camera sharing their thoughts with you.

David talks about:
-What’s happening with the Treasury Yield Curve in relation to COVID-19, the coronavirus.
-Fund managers have to put their money to work after selling equities. What’s the effect? David explains.

Now, onto Matt:
-We review dates and numbers and back up our talk with a chart to add more context
-What are we nibbling on and where did we put cash to work?
-How do and did we approach this week’s trading?
-How do fear and panic weigh in?
-Are foreign buyers of Treasurys part of the picture?
-What will tilt money toward the equity side?

Please reach out to me with any questions/comments you may have about this week’s video, I always appreciate your calls, comments, and emails.

Watch this week’s update in the player above or at this link: https://youtu.be/2Ao_bLNBcLY

Have a great weekend and thank you for joining us at Cumberland Advisors.

-Matt McAleer

PS: Our energy conference, called “An Outlook on Energy Policy” has been postponed due to coronavirus worries. We thank you for your interest but the travel restrictions and cautious direction we and other firms have put in place results in this prudent delay. We hope to reschedule later this year and we’ll share a new date when it’s been decided.

Matt enjoys your feedback. You can reach him at:
-Link to Matt’s Email: Matthew.McAleer@Cumber.com
-Link to Matt’s Twitter: https://twitter.com/MattMcAleer4
-Link to Matt’s LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Feel free to email us at info@cumber.com or give us a call at (800) 257-7013

Contact Matt or any one of our advisors by following this link: https://www.cumber.com/our-people/


Explaining Fed Repos – John Mousseau


Cumberland Advisors Market Commentary – Coronavirus Infects Bond Yields

Author: Tom Patterson & John R. Mousseau, CFA, Post Date: March 5, 2020

Cumberland Advisors - Coronavirus Infects Bond Yields The turmoil and volatility in the equity markets is also greatly affecting bond markets, with both taxable and tax-free yields shifting down sharply. You can see the dramatic drop in yields this year, particularly in US Treasury yields, with the very large drop in the past month as the coronavirus outbreak has moved almost [Continued…]

Cumberland Advisors Market Commentary – Headwinds Confront UK Economy and Stocks

Author: William Witherell, Ph.D., Post Date: March 4, 2020

Market Commentary - Cumberland Advisors - Headwinds Confront UK Economy and Stocks UK economic indicators for January looked encouraging. The HIS Markit Composite Purchase Managers Index (PMI), combining measures of manufacturing and service sector activity for the month, rose from 49.3 in December to 53.3, the strongest in 16 months, with a robust increase in new orders. Also, several indicators of business optimism registered sharp increases. Uncertainty [Continued…]

Cumberland Advisors Market Commentary – Market’s Virus Swoon, ACE2 & Nankai University?

Author: David R. Kotok, Post Date: March 3, 2020

Market Commentary - Cumberland Advisors - Corona Virus & Markets We invite thoughts from readers about this somewhat technical commentary. But first, please consider what it means when the narrative is controlled by and censored by politicians whether in China, in United States or elsewhere. For many history students, me included, censorship in America is a really distressing thought when it comes to public health [Continued…]


 


In the News…


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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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