Dear Clients & Friends,
This Friday’s February 3, 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
- How did equities react to the Fed news?
- Worst actors of 2022 are best actors of 2023 so far
- 10 week momentum showing growth poised for possible pullback
- Markets will dictate if value is still a better relative strength trade
John Mousseau and Fixed Income
- Markets digested the Fed's 25bps bump better than previous hikes
- Pace of remaining hikes still topic of intense debate
- Non-farm payrolls greatly exceeded estimates
- A quiet week in Munis was followed by slight outflows in bond funds
View this week’s video "Is Growth Overextended?" using this URL: https://youtu.be/gTAO70N8LE4
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
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.
