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 Highlights
- Energy sector hit hard this week
- Factor analysis shows growth outperforming & momentum underperforming
- Bid returned to defensive sectors off fear of higher rates
- Keeping our eye on the US Dollar
John Mousseau and Fixed Income Highlights
- Backing & filling led 10yr bond yields to levels near those at end of 2022
- Angst returned to markets after CPI & PPI reported higher than predictions
- Slowing rate of lower inflation may require Fed stay aggressive with hikes
- Still fighting against contrasting backdrop of economic slowdown
View this week’s video "Factors in Focus" using the link above or this URL: https://youtu.be/Jwkgb1SQcoI
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
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.
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