Cumberland Advisors Week in Review (Mar 30, 2020 – Apr 03, 2020)

Author: Cumberland Advisors, Post Date: April 4, 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 Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer and John Mousseau.

We’re in full social distancing mode this week, doing our part to combat COVID-19/Coronavirus.

First up is Matt McAleer with his thoughts on equities.

Next up is John Mousseau and his analysis of the fixed income / bond market.

Both gentlemen shot their own video this week and we expect to build upon this experience and get even better at producing our updates in a distributed fashion for you. Thanks for joining us.

Please reach out to Matt or John with any questions/comments you may have about this video, we always appreciate your calls, comments, and emails.

Watch this week’s update in the player above or at this link: https://youtu.be/7EabFgH8BYw

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

-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 In The News

Cumberland proposes new cash-flow anticipation note to help issuers fight coronavirus

State and local governments are facing a cash-flow crunch under the present emergency conditions, which limit or eliminate many reveue streams. Cumberland argues that this type of short-term security would help alleviate the problem and let municipalities recover more quickly once the danger had passed and things return to normal.

Full story at The Bond Buyer (paywall): https://www.bondbuyer.com/news/cumberland-proposes-new-cash-flow-anticipation-note-to-help-issuers-fight-coronavirus

More News About Cumberland Advisors Here: https://www.cumber.com/news


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/


The War in Europe

Author: William Witherell, Ph.D., Post Date: April 3, 2020

The War in Europe During the first quarter of 2020, Europe once again found itself to be in the center of a global war, this time against an invisible, very deadly enemy, the virus SARS-CoV-2, which causes COVID-19. At the end of the quarter, on March 31, the 19 countries of the Eurozone had 359,296 confirmed cases of the [Continued…]

China’s Healthcare & Economy in the Aftermath of COVID-19

Author: David R. Kotok, Post Date: April 2, 2020

China’s Healthcare & Economy in the Aftermath of COVID-19 Dear Readers, While the United States and much of the world outside of Asia is still trying to “flatten the curve” in response to the coronavirus pandemic, China is posturing itself for a quick comeback. Can we believe their numbers and agree that their virus-response methodology was effective? USA Today along with Andy Mok, a [Continued…]

A Proposal for the Coronavirus Anticipation Note (CAN)

Author: David R. Kotok & John R. Mousseau, Post Date: April 1, 2020

A Proposal for the Corona Anticipation Note (CAN) John Mousseau and I have combined our professional experience with our views of the municipal finance market. With the help of our Cumberland staff, we want to offer a format for immediate assistance designed to address urgent state and local government financing problems. This proposal is only a framework. There are many skilled professionals who [Continued…]

One Less Worry?

Author: Robert Eisenbeis, Ph.D., Post Date: March 31, 2020

Cumberland Advisors Market Commentary - One Less Worry (Eisenbeis) It is tempting to focus on the here and now, especially when we are worrying about the economic fallout from the coronavirus pandemic and its impact on the nation. We are withdrawing from social contact and are concerned about all sources of risks. We have seen reports of people sanitizing cash as one way of [Continued…]

Cumberland Advisors Guest Commentary – Maybe the World is not Ending!

Author: Michael Drury, Post Date: March 30, 2020

Michael-Drury-McVean-Trading-Header Dear Readers: Mike Drury is past chair of the Global Interdependence Center, a skilled economist and a personal friend. He is not in the “world is coming to the end” camp. He has given me permission to run his entire weekend piece. Enjoy! -David Kotok Will second quarter NOMINAL GDP be positive? (Yes, that is [Continued…]

The Ringling Bridge

Author: David R. Kotok, Post Date: March 29, 2020

Dear Readers, In Sarasota, when twilight comes to Sarasota Bay, the lighting under the Ringling Bridge is usually rotating and alternating colors. The light used to be too bright, and the glare invaded the night sky. But now, and after enough complaints from locals, the powers that decide these things adopted a less glaring and [Continued…]

Why States Are Not Going to Default from the Coronavirus Fallout

Author: Patricia Healy, CFA, Post Date: March 27, 2020

Market Commentary - Cumberland Advisors - Why States Are Not Going to Default from the Coronavirus Fallout In our opinion this is a short-term shock, although it will likely change some behaviors for the long term that will need to be monitored. The initial concern is liquidity, not just in the bond market but also at the state level, where tax payment dates have been extended and economically sensitive revenues such as [Continued…]

 

The Muni Meltdown Timeline (and the Opportunity It Presents)

Author: John R. Mousseau, CFA, Post Date: March 26, 2020 CA-Market-Commentary-The Muni Meltdown Timeline (and the Opportunity It Presents) The Municipal Bond Market has suffered one of the most dramatic back-offs it has ever seen; and it was accomplished in about nine business days. The rise in yields has been dramatic and fierce and had lots of elements to it. This is a quick synopsis of some of the muni meltdown. As of Monday [Continued…]

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 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…>


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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.

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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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