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Cumberland Advisors Week in Review
January 23 - January 27, 2023
Today's Date: Jan 28, 2022
Email | About
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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.
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Dear Clients & Friends,
Thank you for watching Cumberland Advisors’ Friday, January 27, 2023 Week in Review, an 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
- Growth bid remained
- Lightened up on gold following its big move higher
- Still overweight Health Care, Defense & Energy in our U.S. ETF strategy
- Will return to our discussions on momentum in next week's video
John Mousseau and Fixed Income
- PCE inflation numbers point to next Fed hike being at 25bps
- Are the end of rate hikes now in sight?
- Third week in a row for bond fund inflows
- No longer seeing 5% yields in Munis but some good deals at 4% still available
View this week’s video "Green Streak" using the link above or this URL: https://youtu.be/32R_T0s-vJ4
Enjoy past video updates via this Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
Please send any feedback from today’s email/video to Matt McAleer. You can reach him at:
Email: Matthew.McAleer@Cumber.com
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 info@cumber.com or give us a call at (800) 257-7013
Have a great weekend,
-Matt, John, & Cumberland Advisors
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Catch up on recent Market Commentaries
from Cumberland Advisors
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Registration is available now!
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Session I: Monetary Policy and Market Implications
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Thursday, February 16, 2023
Keynote Speaker:
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Friday, February 17, 2023
Keynote Speaker:
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Loretta J. Mester, Ph.D.
President and CEO of the Federal Reserve Bank of Cleveland
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Gen. Philip M. Breedlove
Commander, Supreme Allied Command, Europe, U.S. Air Force
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Session Themes and Speakers:
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Remarks from:
- Karen Holbrook, Ph.D., Regional Chancellor, USFSM
- David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member
- Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge
Investment Implications:
- Matt McAleer, Executive VP, Director of Equity Strategies,
Cumberland Advisors
- William Kennedy, GIC Board Chair, and CEO, RiskBridge Advisors, LLC
Composition of the Defense Budget and its Implications:
- Byron Callan, Managing Director, Capital Alpha Partners, LLC
- Bill Hoagland, Former Director, Senate Budget Committee, Senior VP, Bipartisan Policy Center
- Lisa McIntire Shaw, Managing Partner, Cygnus Asset Management and GIC Vice Chair of Programs
The Role of the Financial System in War:
- Danielle DiMartino Booth, CEO and Chief Strategist, Quill
Intelligence LLC
- David Berson, Ph.D., Chief U.S. Economist, Cumberland Advisors
- Maryanne Waldman, First Vice President and Financial Advisor, RBC Wealth Management and GIC Board Member
Central Banks During the Wartime Setting:
- Alfonso Prat-Gay, Ph.D., Former President of Central Bank of Argentina and GIC College of Central Bankers Fellow
- Zdenek Tuma, Former Governor, Czech National Bank and GIC College of Central Bankers Fellow
- Kathleen Stephansen, Senior Economist for Haver Analytics, Trustee of EQAT Trust Funds, and GIC Chair Emerita
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Virtual attendance is also available.
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Ukraine: One Year Later is a four-part series examining the impact of the war in Ukraine hosted in partnership with the University of South Florida Sarasota Manatee, and the Florida West Coast Chapter of the Air and Space Forces Association. This hybrid series will take place virtually and in person between February – April, 2023, at the University of South Florida Sarasota-Manatee and cover themes such as the military-geopolitical outlook, the financial-economic arena, implications on agriculture, cybersecurity, and world trade.
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Generously Supported by:
 
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