Cumberland Advisors Week in Review
Today's Date: Mar 18, 2023
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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.
Cumberland Advisors’ Friday, March 17, 2023 Week in Review is now available. Our end-of-week update on market conditions features highlights in equities, bonds, and our week in trading. Thank you for joining us.
Matt McAleer and Equities
- Five day equity market returns don't tell the whole week's story
- Uncertainty in financials kept banks grinding away
- More cross asset class volatility present, such as bids in gold & silver
- Added to SIL, and initiated positions in QQQ & IJR for US ETF
Shaun Burgess and Fixed Income
- Bank failure fears drove big run into U.S. Treasuries
- Large moves down in yields for the 2 and 10 year
- Not as much action in tax free and taxable munis
- CPI & PPI reports were overshadowed by other headlines
Watch the latest update on YouTube: Cumberland Advisors’ Week in Review
Access past video updates including the most recent via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
Please send any feedback from today’s email/video to Matt McAleer. You can reach him at:
Email: [email protected]
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,
Recent News About Cumberland Advisors
The Bond Buyer | Municipal market contemplates fallout from banking crisis
Quoted: John R. Mousseau, CFA & David W. Berson, Ph.D. | Fri March 17, 2023
Morningstar | EMEA Morning Briefing: Stock Futures Jump After Credit Suisse Gets Central Bank Support
Quoted: David R. Kotok | Thu March 16, 2023
The Wall Street Journal | Stocks Fall, Treasurys Rally as Banking Fear Returns
Quoted: David R. Kotok | Wed March 15, 2023
The Bond Buyer | Issuers, rating agencies are direct of anti-ESG bill in Florida
Quoted: David R. Kotok | Wed March 15, 2023
The Bond Buyer | War on woke hits muni bond market as Florida lawmakers eye ESG curbs
Quoted: John R. Mousseau, CFA | Mon February 27, 2023
Ukraine: One Year Later – Session III: Food, Famine, and Energy, plus the Effects of the War on Central Bank Policy and Financial Markets
We invite you to register to join Session III of GIC’s “Ukraine: One Year Later” conference: https://www.interdependence.org/events/browse/ukraine-one-year-later-session-iii/
This is a virtual event (no frills in-person seating is available at USF Sarasota-Manatee), March 23-24, 2023, which will explore U.S. and world bonds, world stock markets, food and famine, oil and gas, and how monetary policymakers deal with spillover effects from food, energy, and geopolitical shocks following the 2022 invasion of Ukraine through panels through two days of panel discussions.
This Session will consider the depth of market reactions in the world’s bond markets, stocks markets, and other markets of various types. Day two will dive deep into the food and famine outcomes inflicted by Putin’s war on the world and its implications. There will be an examination of the energy issues, including impacts on oil and gas and the market effects from this war. Lastly, Catherine L. Mann, Ph.D., Member of the Monetary Policy Committee of the Bank of England, will discuss the spillover effects of the war on policymakers and offer observations as a sitting central banker. A former Polish central banker and World Bank executive will join the discussion. Bloomberg’s Michael McKee will join in moderating that discussion.
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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.