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.
MATT MCALEER'S WEEKLY RECAP
Short week. The equity and bond markets were closed on Friday. We talk about some of John Mousseau's strategies in the bond market and we plan to get John on camera next week to talk about interest rates and munis. On the equity side, a fairly benign week outside of healthcare. We recall some of the atmosphere from 2016 when healthcare costs were top of mind for politicians and the news cycle. Headline risk creeps in on medical which includes medical device companies and biotech and we take a moment to explain.
