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Cumberland Advisors Week in Review (Feb 22, 2022 - Feb 25, 2022)

Cumberland Advisors
Sat Feb 26, 2022

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, February 25, 2022 Week In Review, an end-of-week update on market conditions, equities & bonds with Matthew C. McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, CFA, President, Chief Executive Officer, & Director of Fixed Income.

Matt McAleer & Equities
- Flat week, nothing to see, right? Wrong!
- Slow down in downward trending markets
- VIX backing off, may signal volatility is settling down
- Never ignore “Relative Strength”

John Mousseau & Fixed Income
- Rush to Treasuries
- Muni Yields dipped due to strong demand in cheap deals
- Both the Ukraine and Russian Bond Markets suffering from conflict
- 14yr mortgage over 4%
- How will Ukraine and Russia issues impact Fed rate hikes?

Follow this link to our Email Server's Archive to see charts and more: https://mailchi.mp/cumber.com/cumberland-advisors-week-in-review-feb-22-2022-feb-25-2022

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Will the Fed still raise rates?

Excerpt from the Philadelphia Inquirer - Quoted: Patricia Healy, CFA

Yes, say bond investors — but perhaps only a 0.25% increase in March, instead of the expected 0.50% hike that’s been forecast.

“More Fed governors will be speaking [Thursday and Friday], and it’s possible we will see the central bank raise rates 0.25% instead of 0.50%” as its first hike, said Patricia Healey, senior vice president of research and portfolio manager with Cumberland Advisors.

As for Russian bonds, “We get notifications from custodians and at least one said ‘these securities are restricted’ and they were all Russian bonds. So some institutions are writing down the value of their Russian bonds.

Read more at the Philadelphia Inquirer: https://www.inquirer.com/business/stock-market-selloff-after-russia-invades-ukraine-20220224.html


 

Catch up on recent Market Commentaries
from Cumberland Advisors

 

https://www.cumber.com/market-commentary

 


Follow this link to our Email Server's Archive to see this week's full market commentary compendium, the Cumberland Advisors Week in Review (Feb 22, 2022 - Feb 25, 2022), including charts/graphics, our email signup form, and more: https://mailchi.mp/cumber.com/cumberland-advisors-week-in-review-feb-22-2022-feb-25-2022


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