Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Cumberland Advisors Week in Review Oct 24 - Oct 28, 2022

Cumberland Advisors
Sat Oct 29, 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.

Watch our Friday, October 28, 2022 Week in Review video with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, President, CEO, and Director of Fixed Income, here: https://youtu.be/lugICFVMpI8

 

Cumberland-Advisors-Week-In-Review-Market-Update

 

Matt McAleer and Equities
- Positioning primary catalyst for recent volatility
- Dow Jones Industrial Average leads broad indices' performance YTD
- Small/Mid Caps putting more space between themselves and Large Cap
- How does China impact the trading of other Asian & emerging markets?

John Mousseau and Fixed Income
- Treasuries yields down about 20 bps, but Muni yields up
- Dealers unwilling to take any risk in pricing Muni deals
- Markets may be thinking that the Fed might start slowing down
- What is the difference between a recession and a slowdown?

View this week’s video "Papa Dow" using the link above or this URL:
https://youtu.be/lugICFVMpI8


 

Camp Kotok Corner

Perspectives from Attendees
 
Camp Kotok
 
WSJ Things you don’t read during a recession - Bill Kennedy

 

Veteran Camp Kotok attendee, Bill Kennedy, tweets/highlights an article about college grad hiring in 2023 that you can see here: https://twitter.com/risk_report/status/1585237050428727296
 


Emily Taylor speaks at Solve M.E. & Global Interdependence Center's Long Covid Conference & Film


In May, Solve ME/CFS Initiative (Solve M.E.) hosted their Signature Event: Long Covid: Research, Policy, and Economic Impact, in partnership with the Global Interdependence Center. An array of thought-leaders, researchers, and practitioners explored critical insights into defining, diagnosing, and optimizing treatments and healthcare policies for Long Covid and post-infection diseases based on analyses of their impact on the U.S. and global labor markets.

Presentation sessions included scientific research, industry-specific implications, economic impact and labor market challenges, the human experience, and a standout keynote presentation from 2022 Nobel Peace Prize nominees Dr. Peter Hotez and Dr. Maria Elena Bottazzi, for their work to develop and distribute a low-cost COVID-19 vaccine to people of the world without patent limitation.

Watch here: https://youtu.be/dAZnuGrIafc

 


 

 

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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.