Cumberland Advisors Week in Review (Mar 23, 2020 – Mar 27, 2020)

Author: Cumberland Advisors, Post Date: March 28, 2020
image_pdfimage_print

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 Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer and John Mousseau.
First up: Matt McAleer, Cumberland Advisors’ Director of Equity Strategies. I’ll give you a view of what happened in the stock market this week and what I think might be on the horizon. Keep in mind, there are no fixed scripts for the market.
Next up is John Mousseau, Cumberland Advisors’ CEO & Director of Fixed Income. Quite a week in the bond market. John also wrote a commentary this week, titled, “The Muni Meltdown Timeline (and the Opportunity It Presents).” If you haven’t read it already, here’s the link: https://www.cumber.com/cumberland-advisors-market-commentary-the-muni-meltdown-timeline-and-the-opportunity-it-presents/
Please reach out to me (or John) with any questions/comments you may have about this 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/MzdtUytWcos

Thank you for joining us at Cumberland Advisors. Be safe.

-Matt McAleer

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.

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

 



Cumberland Advisors Market Commentary

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.

To read current and past commentaries, visit www.cumber.com/category/market-commentary/


Fed Outstanding Repo Transactions March 2020

Author: Robert Eisenbeis, Ph.D., Post Date: March 27, 2020

Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D. Fed Outstanding Repo Transactions March 3 – March 27 Today, not only was the daily repo proposal very small, but also there were no proposals for the potential $500 Billion 84 day repos. (Chart Link)

Cumberland Advisors Market Commentary – The CDC Foundation

Author: David R. Kotok, Post Date: March 23, 2020

CDC Foundation Dr Judy Monroe & David Kotok Dear readers. The CDC Foundation is not widely known. It’s a 501(c)3 that was created by Congress as a special charitable agency. The Foundation works right alongside the CDC and other national health agencies but is an independent charity. It has a special-purpose charter. Its purpose is to respond rapidly to threats like COVID-19 or [Continued…]

Cumberland Advisors Market Commentary – International Stock Markets, First Quarter, 2020

Author: William Witherell, Ph.D., Post Date: March 23, 2020

Market Commentary - Cumberland Advisors - 2020 Q1 Strategy ReviewsInternational stock markets, like the US market, started the year on an optimistic note. The global slump in manufacturing appeared to be bottoming, and trade relations were easing. The first quarter is ending, however, with global equities experiencing dramatic losses and volatility surging across all market classes. As this is written (March 20), stocks in [Continued…]

Cumberland Advisors Guest Commentary – Is There A COVID-19 Signal in Climate Data & Is It Potential Good News for Florida?

Author: Bob Bunting, Post Date: March 20, 2020

Is There A COVID-19 Signal in Climate Data & Is It Potential Good News for Florida - Bunting Our colleague Bob Bunting, meteorologist, professor, and former executive at both the National Oceanic and Atmospheric Administration (NOAA) and the National Center for Atmospheric Research (NCAR), is CEO of the Climate Adaptation Center (CAC) here in Sarasota, Florida. Bob has contributed several guest commentaries to Cumberland in recent years, including “It’s Hot and Getting Hotter [Continued…]


Cumberland Advisors - Camp Kotok China Panel DiscussionNo lectern, no PowerPoint. The China Panel is public and in the public domain. The press and public are free to use the video footage and quote the speakers across social media and elsewhere.

The August 2019 China panel held at Camp Kotok packed an extraordinary amount of valuable information into a half hour and is well worth the time you’ll spend to view it: https://youtu.be/Sff0AGPrIJQ

This Camp Kotok talk session features panelists Michael Drury (Chief Economist for McVean Trading & Investments, LLC.), Jonathan D. T. Ward (Founder of Atlas Organization), & Leland Miller (CEO China Beige Book), all offering their take on U.S.-China relations. The panel and audience Q&A are guided by moderator, Lisa McIntire Shaw. <More…>


Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.

Sign up for our FREE Cumberland Market Commentaries

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.

cumber map
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.
Loading...