Dear Clients & Friends,
This Friday, February 10, 2023 Week in Review is Cumberland Advisors’ 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 and Equities
- Markets took a time out to grind around recent levels
- Bid back in defensive sectors, as utilities tested current risk appetite
- Similar action in International this week, as markets pulled back
- We go into next week still looking at different areas in value
John Mousseau and Fixed Income
- Big fade in bonds this week, with 10 year yields settling around 3.75bps
- Not much economic data, but next week we'll get CPI, PPI and others
- Easier to approach trading in bonds going from higher to lower rates
- Commentary from the Fed continues to support a hawkish stance
View this week’s video "Super Bowl Grind" using the link above or this URL: https://youtu.be/6M2DjjigwIY
Interested in attending the Global Interdependence Center's conference series, "Ukraine: One Year Later," hosted at University of South Florida Sarasota-Manatee, either in-person or virtually? Click Here: https://www.interdependence.org/events/browse/ukraine-one-year-later-session-i/
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
View the rest of this week’s digest at our MailChimp Email Archive site: https://us8.campaign-archive.com/?u=d6f020f3bd6a1e2c4eb254e6c&id=3a3feb611
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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.
