Cumberland Advisors Week in Review (Dec 06, 2021 - Dec 10, 2021)

​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.

Our Friday, December 10, 2021 end of week update on market conditions, equities & bonds with Patricia Healy, Senior Vice President of Research & Portfolio Manager, and Matthew C. McAleer, Executive Vice President & Director of Equity Strategies is below.

Matt McAleer on Equities
- Matt's Theme: Dead Money or Reversion to the Mean?
- Equities bounce back off last week’s pressure
- Good broad strength but where do the opportunities lie?
- How do charts compliment a trader’s vision?
- ‘Tis the season for reversion to the mean

Patty Healy on Credit & Fixed Income
- We look at inflation, what the Fed might do, tapering, payroll, COVID, supply chains, and more in a mixed bag to ponder
- What do we think the FOMC will talk about and announce next week?
- Patty would like to encourage you to read our market commentary, "Uncertainty" by Robert Eisenbeis, Ph.D., Cumberland Advisors' Vice Chairman & Chief Monetary Economist, at this URL: https://www.cumber.com/market-commentary/uncertainty
- Next up, Muni/Treasury Ratios and Muni Credit Quality

We appreciate you joining us and we'll see you next week with another update. Hit "Subscribe" on our YouTube page to see other future videos including ones in the form of intra-week bulletins or market commentaries.
 

Have questions/comments about today's update? Contact us; we appreciate your calls, comments, and emails. Watch the weekly market update in the link above or at this URL: https://youtu.be/GGrlIqYpdo4

Have a great weekend,
-Cumberland Advisors

Please send any feedback from this email/video to Matt McAleer. You can reach him at:
-Link to Matt's Email: [email protected]
-Link to Matt's Twitter: https://twitter.com/MattMcAleer4
-Link to Matt's LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013

Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013.

Catch up on recent Market Commentaries
from Cumberland Advisors

Long COVID and the Fifth Wave – Three Scenarios by Dr Helene Lavoix (MSc PhD Lond)   Quoted: David R. Kotok - December 7, 2021     Consommation also takes a toll. Indeed, people struggling and suffering, as well as their families, not only have less disposable income but also revise their priorities and are less inclined to consume (e.g. Patrick W. Watson “The “Long COVID” Economy“, Forbes, 14 June 2021 using a commentary by David R. Kotok, “M2 Velocity, Fed & Years Life Lost (YLL)“, Cumberland Advisors, 27 April 2021). In the harsh context of great-power struggle and competition that is taking place internationally, China, unburdened by Long COVID, enjoys a very large relative advantage....   Continued: https://www.cumber.com/in-the-news/long-covid-and-fifth-wave-three-scenarios

What happens if muni bonds stop being tax-free? Quoted: John R. Mousseau Fri Dec 01, 2021   While muni advocates fought for advance refunding to be restored in the infrastructure bill just passed, those efforts fell short. “They always try to chip away, right? That’s the nature of the beast,” said John Mousseau, president and CEO of Cumberland Advisors. “It’s hard to find anything people can agree on these days, but if you’re going to the trouble of having an infrastructure bill be controlled by states and locals, it would be a little disingenuous to start monkeying around with the tax exemption.” Read the full article by Andrea Riquierhere at MarketWatch: https://www.marketwatch.com/story/what-happens-if-muni-bonds-stop-being-tax-free-11638389193

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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.