Cumberland Advisors Week in Review (Jul 20, 2020 – Jul 24, 2020)

Author: Cumberland Advisors, Post Date: July 25, 2020
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This week we’re all practicing some extra social distancing and working from home. Our video production quality isn’t top tier, however we still want to get our market updates out to you.

John Mousseau’s Update on the Fixed Income Market
– Lower Treasury Yields
– Why? Concern over spread of virus in the southern states.
– Good news: vaccines are hopeful giving a boost to markets
– Muni Yields are down a little this week
– Good subscription on new deals
– Looking to see what congress will pass in next phase of coronavirus relief

Matt McAleer on ETFs & Equities

– Continued recent rotation into value vs. growth as well as a bit of demand for small/mid-cap.

– Pull back late in week is welcome to create opportunities as tech & healthcare had become crowded.

– Pullbacks let traders observe which securities are showing superior relative strength.

David Kotok on the Virus and Markets
– Tensions with China are affecting markets
– Where will China relations be next year?
– An uncertainty premium is rising in markets
– This may present a great investment opportunity, we’ll be watching things closely

Please reach out with any questions/comments you may have about this update; we appreciate your calls, comments, and emails. Watch in the player above or at this link: https://youtu.be/8Mo9CdoxVNA

Stay safe, healthy, and have a great weekend.

-Matt McAleer & 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/
-Call Matt: (800) 257-7013

Other questions or comments? Email us at info@cumber.com or give us a call at (800) 257-7013.

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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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