Cumberland Advisors Week in Review (Feb 10, 2020 – Feb 14, 2020)

Author: Cumberland Advisors, Post Date: February 15, 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.

This week we feature a quick recap on equities and John Mousseau gives us an analysis on bonds:

-Busy Day!
– Bloomberg’s Mike McKee joined us at our annual event, Understanding Global Markets and Finance – Fourth Annual Financial Literacy Day, and we’re sharing his interview with Loretta Mester, President and CEO, Federal Reserve Bank of Cleveland (see below)
-Matt says equities had a little softness. We had 1-2% range in equity markets this week.
-With new accounts, we’re only putting a portion of money to work, we’re looking for better risk-reward conditions
-John was on a bond panel today with Jay Bryson of Wells Fargo, look for that panel video next week
-John thinks we’re seeing money park in the safety of treasuries over coronavirus worries – he explains
-Happy Valentines Day!
Watch this week’s update in the player above or at this link: https://youtu.be/lMu_-buZNlQ

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

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/


Cumberland Advisors Market Commentary – Virus Death Count

Author: David R. Kotok, Post Date: February 14, 2020

Market Commentary - Cumberland Advisors - Corona Virus Series Title Page Markets were dealt a surprise on February 12, when changes to the way coronavirus cases in Hubei Province are counted resulted in a dramatic surge in the number of new cases reported in China (“Coronavirus: Hubei Province reports spike in new confirmed cases and deaths after change in diagnostic criteria,” https://www.scmp.com/news/china/society/article/3050354/coronavirus-hubei-province-reports-sharp-spike-new-confirmed). For epidemiologists and for [Continued…]


Cumberland Advisors Market Commentary – The Virus and Cruise Ships

Author: David R. Kotok, Post Date: February 12, 2020

Market Commentary - Cumberland Advisors - The Virus and Cruise Ships Virus news continues to erupt worldwide and financial markets seem divided, with bonds saying lower interest rates for longer, slower global growth, and a downward inflation outlook. Stock markets, on the other hand, like the low interest rates more than they fear the virus. The headline stock index changes masks the industry-specific impacts. The stock [Continued…]


Cumberland Advisors Market Commentary – Wuhan, Hubei, Beijing, Washington: Case Studies in Gov’t Failure under Viral Conditions

Author: David R. Kotok, Post Date: February 11, 2020

Market Commentary - Cumberland Advisors - Wuhan, Hubei, Beijing, Washington Case Studies in Government Failure under Viral Conditions Let’s summarize the Wuhan, Hubei, Beijing cover-up and aftermath: October and November – flu-like symptoms, sickness and deaths attributed to flu. December – whistleblower doctor joins other doctors in alerting colleagues of novel coronavirus. Whistle-blower and other doctors punished by China government and silenced. China later attributes source of virus to seafood market (this is now believed to [Continued…]


Cumberland Advisors Market Commentary – The Fed — What Next?

Author: Robert Eisenbeis, Ph.D., Post Date: February 10, 2020

Cumberland Advisors Market Commentary With the no-change decision by the FOMC, rendered as the impeachment finale was playing out, and with the next FOMC meeting about a month away, the most important upcoming event for the Fed is Chairman Powell’s semiannual testimony before Congress this week. The Board’s report is already out, and it provides a fairly clear indication [Continued…]

 


In the News…

 


See Mike McKee’s interview with Loretta Mester, President and CEO, Federal Reserve Bank of Cleveland. Loretta was our keynote speaker for our annual conference, “Understanding Global Markets & Finance”.  Mike joined us for the day at the University of South Florida Sarasota-Manatee and conducted the interview on site.
Cleveland Fed President Loretta Mester VideoTo watch, click the picture above or follow this link: https://www.bloomberg.com/news/videos/2020-02-14/fed-s-mester-on-u-s-economy-coronavirus-risk-and-rates-video


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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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