Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Cumberland Advisors Week in Review + Digest May 27 - May 31, 2024

Norman Dempsey, MBA
Sat Jun 1, 2024
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to 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 and/or guest commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.

 

Our latest Week in Review Video is now available online. This end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.
 

Cumberland Advisors’ Friday, May 31, 2024 Week in Review

 

Week in Review
 

Watch using either the link above or the following:
Cumberland Advisors’ Week in Review on YouTube

This week's review is with Todd Engelhardt, Regional Director of Investments, and Shaun Burgess, Portfolio Manager & Fixed Income Analyst.

Todd Engelhardt & Equities
- Inflation saga continues
- Equities traded soft
- Keeping our eye out for any further weakness in industrials

Shaun Burgess & Bonds
- Is higher for longer really so bad?
- More sideways action in yields, with some friendlier data reported this week
- Entering June 1st reinvestment period for Munis
  


Access past video updates including the most recent via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
 
Matt McAleer Email


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,
Cumberland Advisors
 

 


Cumberland Advisors Private Wealth
 

 

 

Cumberland Advisors’ Private Wealth Practice offers institutional-level money management for individual investors. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio. More information is available at our website and in our private wealth digital brochure.

 

 

 


 

Catch up on recent Market Commentaries
from Cumberland Advisors

Camp Kotok

Camp Kotok Corner

  Perspectives, News, and/or Resources from Attendees
 
Jim Bianco: Rate Hike On Deck
by Camper, Jim Bianco
May 30, 2024

Erik Townsend and Patrick Ceresna welcome Jim Bianco to the MacroVoices podcast.

Erik and Jim discuss:
• Interest, Inflation Rates & Bond Yields
• Fed Rate Hikes and The Economy’s Strength
• Economic Crisis & Budget Deficits
• Oil Demand & Supply, With Focus on China
• Gold Prices & Asian Markets
• US Election & The Stock Market
 
 
Check out Jim's interview at YouTube:
https://youtu.be/Ke5IfRaz4Zc?si=qVhYwrEL6UzyzfG1