Cumberland Advisors Week in Review (Jul 05, 2020 – Jul 10, 2020)
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
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.
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 Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer, and John Mousseau, CFA.
-S&P rallies, corrections, and sectors
-Why we watch JP Morgan & P&C Banks
-We are long banks despite awful 4 week run
-Energy? Trouble figuring out their balance sheets
-Outlook for International
-When we get dogmatic of thinking, we’re normally going to find ourselves behind the trade
-Finally, there’s been an unusual “Moose” sighting in Rhode Island!
-Why? Fear of pandemic spreading further
-Key: normalcy to bond market will follow decrease in infection rate
-Plenty of demand for high grade quality tax-free bonds
-Very large bond deals on the calendar next week
-CPI numbers next week
-Possible inflation next year
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/
-Call Matt: (800) 257-7013
Other questions or comments? Email us at firstname.lastname@example.org 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/
IN THE NEWS
Quoted: Shaun Burgess | Posted on: 07/08/2020 READ MORE
Quoted: John R. Mousseau, CFA | Posted on: 07/01/2020 READ MORE
Quoted: David R. Kotok | Posted on: 06/29/2020 READ MORE
Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.
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Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.