Cumberland Advisors Week in Review July 25, 2022 - July 29, 2022

Cumberland Advisors
Sat Jul 30, 2022
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.

Cumberland Advisors' Week in Review

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 Cumberland Advisors Week in Review

 

 


Dear Clients & Friends,

Thank you for watching Cumberland Advisors' Friday, July 29, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt McAleer, Executive Vice President & Director of Equity Strategies, and John Mousseau, President, CEO, and Director of Fixed Income.

Matt McAleer and Equities
- Kindling for a rip higher finally lit by investors out of position
- Bid continuing to return at June 16th lows
- Massive demand for Treasury market seems unnatural
- Is trouble lurking in the credit or currency markets?

John Mousseau and Fixed Income
- Bond yields down across the board
- Fed raised rates another 75bps this week, but PCE still tracking much higher than desired
- Muni bond funds saw inflows once again
- Deals coming to market at 10 to 12 times oversubscribed

View this week's video Rip & Reposition using the link above or this URL: https://youtu.be/310K3EoC7Q0

Please send any feedback from today's 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/MattCMcAleer
-Link to Matt's 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,
-Matt, John & Cumberland Advisors

See the rest of our Week in Review at our Email Distribution site. Subscribe or read online: https://mailchi.mp/cumber.com/cumberland-advisors-week-in-review-july-25-2022-july-29-2022


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