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): David R. Kotok | Wed July 4, 2018
My colleague Bob Eisenbeis recently described the improved communications from the Fed and offered his current thoughts on Fed policy. His post-Fed-meeting notes are here: http://www.cumber.com/the-fed-decides/.
Author(s): Patricia Healy, CFA | Tue July 3, 2018
The Supreme Court of the United States (SCOTUS) on June 27th ruled in a 5–4 vote that government workers who choose not to join unions may not be required to help pay for collective bargaining and other union endeavors. Bloomberg estimates that this ruling will affect 5 million workers. Many…
Author(s): John R. Mousseau, CFA | Sat June 30, 2018
The second quarter of 2018 saw a continuation of themes apparent in the first quarter. In June the Federal Reserve continued raising rates to a federal funds rate target that now stands at 1.75%–2.00%.
Author(s): Bill Witherell, Ph.D. | Fri June 29, 2018
Eurozone equity markets have encountered significant headwinds in the second quarter of this year despite continued robust economic growth above estimated potential for most Eurozone economies.
Author(s): John R. Mousseau, CFA | Thu June 28, 2018
The tax-free bond market has continued to benefit from the drop in supply so far in 2018. To recap, the end of 2017 saw a bulge in supply as issuers tried to beat the tax-cut bill that Congress was still massaging through joint Senate/House committee work.
Author(s): Gabriel Hament | Wed June 27, 2018
At the conclusion of each fiscal year, Commonfund and the National Association of College and University Business Officers (NACUBO) team up and publish a study analyzing the return and asset-allocation metrics across the country’s higher education endowment funds.
Author(s): Leo Chen, Ph.D. | Thu June 21, 2018
While the U.S. stock market had a long overdue correction in February of 2018, the first quarter ended merely flat eventually. Continuing from the rebound since February low, the stock market kept rising strongly in the second quarter.
Author(s): David R. Kotok | Wed June 20, 2018
US stocks were buffeted by crosscurrents in the first half of 2018.
Author(s): David R. Kotok | Tue June 19, 2018
We’ve collected a diverse set of quotes about Kim and Trump and Xi and the region as a whole. Of course, our vantage point for this assemblage is the United States, and our view is influenced by our financial, economic, and markets perspective.
Author(s): Sharon Prizant | Sat June 16, 2018
It is with pride that Cumberland Advisors celebrates its 45th Anniversary. June 18th marks 45 years since Cumberland Advisors officially opened its Vineland, NJ, office. Eight years after moving our principal office from Vineland to Sarasota, FL, we have 45 employees, and as of April 30th, 2018…