Dear Clients & Friends,
Thank you for watching Cumberland Advisors’ Friday, December 2, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, President, CEO, and Director of Fixed Income.
Matt McAleer & Equities
- Focus on how markets are positioned going into news
- Recent extremes in the equity only put/call ratio highlighted negative positioning
- Momentum readings have reversed over the past month's trading action
- Be careful committing capital before markets has a chance to take a breath off of the current move higher
John Mousseau & Fixed Income
- Comments by Fed Chairman Powell somewhat comforted markets
- Bond market starting to accept risk of longer bonds
- Other voices in the Fed have been arguing for moderation
- Has the heavy lifting been done in terms of rate hikes?
View this week’s video "Pesky Weekly 'Mo'" using this URL:
https://youtu.be/YUxfYLDm-Mk
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
