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 may include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
Dear Clients & Friends,
Thank you for watching Cumberland Advisors’ Friday, September 2, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, President, CEO, and Director of Fixed Income.
Matt McAleer and Equities
- Ugly market action all week, with equities, bonds & commodities all off
- Currently looking for strong relative strength areas, such as the defense sector
- Avoid symptoms of emotional trading by concentrating on psychology
- Be patient with cash so you can deploy at reasonable risk reward levels
John Mousseau and Fixed Income
- Tough week for bonds; 5, 10 & 30 year Treasury bonds up about 20 bps
- Fed will continue to be proactive and raise rates to combat inflation
- Muni yields only up about half as much as Treasuries
- Breakeven inflation rates have dropped significantly since beginning of year
View this week’s video "Ugly Market Action" using the link above or this URL:
https://youtu.be/MapnmggU4jE
Please send any feedback from today’s email/video to Matt McAleer. You can reach him at:
Email: [email protected]
Twitter: https://twitter.com/matthewcmcaleer
LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
Call Matt: (800) 257-7013 ext. 346
Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013
Have a great weekend,
-Matt, John & Cumberland Advisors
Catch up on recent Market Commentaries
from Cumberland Advisors
by following this link: MARKET COMMENTARY
See the rest of Cumberland Advisors Week in Review August 29, 2022 - September 02, 2022 at our Online Email Archive with MailChimp. Please subscribe if you don't already.
Thank you,
Cumberland Advisors
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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.
