Thank you for joining Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer & John Mousseau, CFA.
Matt McAleer on Equities / ETFs
- What did we see in Q1?
- We have two charts/slides to share today
- Chart/Slide #1, highlights broad indexes. Matt reviews.
- One of our takeaways is that international markets are improving. Not to the same level as the USA, but still, we see improvement.
- Chart/Slide #2, features domestic performance details. I've shown this before and it contrasts different indexes/styles of investing vs. the S&P. Matt explains what he's seeing.
- Matt talks about the "barbell" strategy and what we look for when it comes to opportunities.
- He relates where we're positioned and how we're diversified.
John Mousseau on Fixed Income / Munis
- Fairly quiet week in bond market, John provides numbers.
- Some disappointment in employment numbers
- We still see signals for a future tax hike. John adds color.
- We've never seen stimulus on this level relative to unemployment and the expectation for inflation is growing.
- Bond markets are open tomorrow for 3 hours, we're waiting to hear non-farm payroll numbers.
- With vaccinations increasing, we expect to see spending and the velocity of money both increase adding further fuel for inflation expectations.
- Enjoy the sports that have come back and the holiday weekend.
- Thank you for joining us!
Please reach out with any questions/comments you may have about this update; we appreciate your calls, comments, and emails. Watch in the player above or at this link: https://youtu.be/NSQR0dBtOBY
Have a great weekend and thanks for tuning in,
-Matt McAleer & Cumberland Advisors
Please continue to send Matt 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.
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