Cumberland Advisors Week in Review (Mar 22, 2021 – Mar 26, 2021)

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 also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.

Dear Clients & Friends,

Thank you for joining Cumberland Advisors for this March 26, 2021 end-of-week update on market conditions, bonds & equities with John Mousseau, CFA. Matt McAleer has the day off.

John Mousseau on Fixed Income / Munis & Equities / ETFs
- John provides the latest bps movement in bonds
- Another step in the return to normalcy
- Equity Markets pretty muted this week
- A little backing and filling for equities before we expect them to continue up
- Good jobless claims news
- Consumer confidence at 85 now, John adds detail
- The Fed? They state they'll keep short term interest rates low, and we think that's true.
- In the bond market, yields which have moved up are only returning back to normal - John provides numbers.
- Thank you for joining us!
 

Have a great weekend and thanks for tuning in,
-John Mousseau & Cumberland Advisors

Please continue to send Matt McAleer any feedback from today's or prior emails/videos. You can reach him at: :
-Link to Matt's Email: [email protected]
-Link to Matt's Twitter: https://twitter.com/MattMcAleer4
-Link to Matt's LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013

Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013.

Cumberland Advisors Market Commentary offers 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. Our readers appreciate its timeliness, depth of analysis, and quality of research.

Q1 2021 Review – International Equities

Author: William Witherell, Ph.D., Post Date: March 26, 2021

 

 

 

For over a year we have followed the evolution of COVID-19. Our view remains that this is a shock of historic magnitude. Our metaphor is the 100-year flood. In the very beginning there were many skeptics. One by one they have been discredited. We’ve witnessed the “hoax” claim. And the “Swedish approach.” Social media offered remedies while healthcare professionals desperately tried […]

 

 

It was not a surprise that the FOMC last week kept its 0–.25% target range for its federal funds target and maintained its asset purchase program consisting of $80 billion in Treasuries and $40 billion in agency securities. Accompanying the Committee’s statement was a new set of Summary Economic Projections (SEPs). Most notable was the […]

 

 

It has been a year since life changed dramatically in the US because of COVID-19. In the early days, as lockdowns began, retired teacher Kitty O’Meara wrote and shared a poem that many of us encountered last spring. She wrote it to sustain her own spirits, but her words sustained many others, too. Now, with […]

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Defense & Aerospace

Author: David R. Kotok, Post Date: March 18, 2021

 

 

On Tuesday, March 16, Christopher Maier, the acting Assistant Secretary of Defense for Special Operations and Low-Intensity Conflict, told lawmakers that the US needs to accelerate, diversify, and better coordinate its information operations in order to counter the robust information operations mounted by Iran, Russia, and China. In a word, the US is lagging in […]

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Vaccine Passports

Author: David R. Kotok, Post Date: March 17, 2021

 

 

The March 16 edition of Yahoo News 360, linked below, offers readers a broad array of views regarding vaccine passports, which are the subject of a rapidly changing, critically important discussion.  See “Vaccine passports: The promise and pitfalls,” https://news.yahoo.com/vaccine-passports-the-promise-and-pitfalls-183725401.html. We don’t know how the debate about vaccine passports will unwind, but we do see forces […]

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Vaccines, Behavior and the Market/Economic Outlook

Author: David R. Kotok, Post Date: March 16, 2021

 

 

As of Sunday evening, March 14, the CDC reported that almost 70 million people, some 21% of the US population, have received at least one dose of a COVID-19 vaccine. More than 37 million Americans, or 11.3% of the population, have been fully vaccinated. The CDC’s Data Tracker breaks down those vaccinations by demographic here: https://covid.cdc.gov/covid-data-tracker/#vaccination-demographic. […]

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