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): William Witherell, Ph.D. | Tue April 9, 2019
Global stock markets are continuing to advance following one of the best first-quarter performances in years, with the global iShares MSCI ACWI ETF, ACWI, gaining 14.9% year-to-date April 5th.
Author(s): Cumberland Advisors | Sun April 7, 2019
Author(s): David R. Kotok | Sat April 6, 2019
Defending First Amendment Freedoms
Part 1: Freedom of the Press
Author(s): | Tue April 2, 2019
Two members of the research department of the Banque de France have published an interesting note important to US investors. We applaud the work of Cristina Jude and Francesco Pappada. The title is “Does the Trump corporate tax reform impact the composition of the US current account?” Here is a…
Author(s): Matthew McAleer | Sun March 31, 2019
The Tactical Trend strategy is designed to allocate capital to the strongest primary asset classes, including equities, fixed income, commodities, and cash. The strategy will always allocate to a minimum of two asset classes in an attempt to diversify risk.
Author(s): Cumberland Advisors | Sun March 31, 2019
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…
Author(s): John R. Mousseau | Fri March 29, 2019
The first quarter of 2019 was a good one for the tax-free bond market, with yields falling during the quarter.
There are two main reasons that munis have had a good run so far this year.
Author(s): Robert Eisenbeis, Ph.D. | Thu March 28, 2019
To no one’s surprise, the FOMC left its policy rate unchanged. This decision was widely telegraphed in advance. What was a surprise to many – but should not have been – was the mark-down in prospective rate changes to zero in 2019 and only one in 2020.
Author(s): | Thu March 28, 2019
The quarter proved to be a meaningful one for the Commonwealth of Puerto Rico, with the Puerto Rico Sales Tax Financing Corporation (COFINA) finalizing the restructuring of its $17-plus billion in outstanding debt.
Author(s): | Wed March 27, 2019
Short to intermediate Treasury yields declined throughout the first quarter as of March 19th, as the 30-year Treasury was flat at roughly 3.00%. The Treasury yield curve remains slightly inverted out to 5-years. This has benefited the Agency multi-step securities that we hold in portfolios, as…