Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Cumberland Advisors Week in Review + Digest Jun 24 - Jun 28, 2024

Norm Dempsey, MBA
Sat Jun 29, 2024
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to 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 and/or guest commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.

Our latest Week in Review Video is now available online. This end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.    
 

Cumberland Advisors’ Friday, June 28, 2024 Week in Review

 

Week in Review    
 

Watch using either the link above or the following:    
Cumberland Advisors’ Week in Review on YouTube


This week's review is with Matt C. McAleer, President & Director of Private Wealth, and John R. Mousseau, CEO & Director of Fixed Income.    
 

Matt McAleer & Equities    
 - Large-cap growth came out on top for Q2 2024    
 - Cap weight vs. equal weight performance dispersion continues to grow    
 - Money moves to where it is best treated after extremes    

John Mousseau & Bonds    
 - PCE met month-over-month estimates    
 - Most economic numbers are setting the table for the Fed to cut    
 - Bond prices may be volatile next week due to the July 4th holiday    

Check out this week's featured chart below:

 



Access past video updates including the most recent via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1    
 

Matt McAleer Email


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    
 

 

Cumberland Advisors Private Wealth    
 
Cumberland Advisors’ Private Wealth Practice offers institutional-level money management for individual investors. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio. More information is available at our website and in our private wealth digital brochure.
 
 

Featured Commentaries From This Week    
 
Cumberland Advisors Market Commentary


We began publishing our Q2 Review commentaries this week and invite you to read our observations. These are in addition to our regular stream of commentaries covering markets and more. Read them all here: https://www.cumber.com/market-commentary    
 

 
Upgrades, expansion at local USF's Bloomberg Lab is being funded by the original gift from David Kotok and Cumberland Advisors   
Excerpt from Herald-Tribune   

Full story: https://www.heraldtribune.com/story/business/2024/06/24/usf-adding-more-terminals-at-bloomberg-lab/74181985007/   

 

USF Sarasota-Manatee’s pioneering Bloomberg Lab, which has given finance students an invaluable edge as they enter the workforce, is getting a makeover this summer, complete with 12 new Bloomberg Terminals, a new scrolling stock ticker and other enhancements.   
    
Students will also be able to use the new machines to prepare for investment competitions against classmates and counterparts at other universities that measure their ability to analyze financial conditions and provide investment advice − skills that prepare them for careers on Wall Street and elsewhere in the financial services industry.

   

Bloomberg Terminals - gift from David Kotok and Cumberland Advisors   
    
The overhaul at Sarasota-Manatee, which is expected to be completed by the fall, is being funded by the original gift from David Kotok and Cumberland Advisors that was used to create the lab.   
 

 

Cumberland Advisors YouTube Channel


Visit our YouTube Channel for our Weekly Market Updates and more:   
https://www.YouTube.com/CumberlandAdvisors
 

 


 

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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.