Insights
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.
Author(s): Matthew C. McAleer | Fri March 31, 2017
Our International ETF strategy analyzes fiscal and interest-rate policy and complements that research with trading analytics to determine portfolio risk/reward and valuations. The strategy has the benefit of flexibility in allocation by market cap size and developed vs. emerging markets.
Author(s): Matthew C. McAleer | Thu March 30, 2017
Recognizing strengths and weaknesses among primary asset classes is the core goal of our Tactical Trend strategy. The strategy seeks to identify relative strength and trend strength in an attempt to allocate capital to the strongest asset classes while underweighting or eliminating exposure to…
Author(s): Michael McNiven, Ph.D. | Wed March 29, 2017
Cumberland Advisors is a fiduciary advisor for retirement plans such as 401(k)s for businesses, 403(b)s for education and nonprofit groups, and 457 plans in the government sector. As part of our advisory efforts, we meet with plan participants to help them assess their retirement account needs.…
Author(s): Patricia Healy, CFA | Tue March 28, 2017
There may be credit challenges in public finance; but for the fifth year in a row, per S&P, upgrades outpaced downgrades.
Author(s): Bill Witherell, Ph.D | Sat March 25, 2017
The majority of Europeans breathed a sigh of relief following last week’s general election in the Netherlands. Prime Minister Mark Rutte’s center-right party won enough seats to form a ruling coalition. While the far-right populist, anti-immigrant and anti-European Union party of Geert Wilders…
Author(s): Daniel Himelberger | Fri March 24, 2017
The first quarter of 2017 saw records being broken in the equity market, while yields in the fixed-income market have experience continued volatility. The largest movement in yield was on the short end, as we have begun to witness some flattening of the yield curve. As of March 23rd, the 1-year…
Author(s): Leo Chen, Ph.D. | Thu March 23, 2017
The volatility index, VIX, has remained very low since the presidential election. Even the over 1% sell-off did not cause much a spike in VIX yesterday. Not only has the VIX been hovering around 11, the index even had a flash crash to a 9-handle in reacting to the FOMC…
Author(s): David R. Kotok | Wed March 22, 2017
This remarkable US stock market “Trump rally” has steamrolled through the first quarter of 2017. Catching many investors by surprise, it has demonstrated upward momentum nearly day after day and has done so with minimal pullbacks. New highs have been set repeatedly on the popular averages.
Author(s): Robert Eisenbeis, Ph.D. | Tue March 21, 2017
To no one’s surprise, the FOMC raised its target range for the federal funds rate by 25 basis points to between .75 and 1%. The rationale for the move was the prospect for further improvement in the labor market and the Committee’s opinion that inflation will settle in at its 2% target, with…
Author(s): John R. Mousseau, CFA | Sat March 18, 2017
We are a week short of two months into the Donald Trump presidency. The story is told in the two charts below. We can see that Treasury yields have risen since yearend across the board, with short-term yields rising faster than long-term yields. This trend clearly anticipates the Federal Reserve…