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Cumberland Advisors Week in Review (April 10 - April 14, 2023)

Cumberland Advisors
Sat Apr 15, 2023

Publishing Date: Apr 15, 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, April 14, 2023 Week in Review Video
is available online. Our end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.

 

International Head Fake? Cumberland Advisors' Week in Review YouTube Video

 

 

 

 



Matt McAleer on Equities & Fixed Income
- Similar grind to equity markets as last week
- JPM put some salve on Financials
- Metals position giving our U.S. Equity ETF strategy a nice boost
- Value bid continued, with long term outlook matching growth currently
- Recent strength in international markets seems to be holding up
- Mexico, South Korea, Taiwan and Europe best performers for our portfolio
- Dampening of inflation expectations
- Higher U.S. Treasury rates showing reversion to the mean from March fear
- Focus on forward indicators
- Low supply/new issuance in tax-free munis

 

Featured Chart

Matt Koyfin Chart 20230414

 

 

 

 

 

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]
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


 

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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.