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.

 

Market Commentary

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.

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  • 4Q2018 Review: Tactical Trend
     Author(s): Matthew McAleer | Sat January 5, 2019




  • 4Q2018 Review: Puerto Rico Insured Bond
     Author(s): Shaun Burgess | Fri January 4, 2019




  • 4Q 2018 Review: Total Return Taxable Fixed Income
     Author(s): Daniel Himelberger | Thu January 3, 2019




  • Cumberland Advisors Week in Review (Dec 24, 2018 - Dec 28, 2018)
     Author(s): Cumberland Advisors | Sun December 30, 2018



    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…


  • 4Q2018 Review: Munis Turn It Around
     Author(s): John R. Mousseau, CFA | Sun December 30, 2018



    Muni yields rose in the first six weeks of this quarter – mostly in sympathy with US Treasuries (UST). We saw the 10-year and 30-year Treasury bonds rise 20 and 25 basis points respectively. Since early November, AAA muni yields (AAA) have dropped across the board, and the 10-year…


  • Yogi Berra, the Fed’s Balance Sheet, and Liquidity
     Author(s): Robert Eisenbeis, Ph.D. | Sat December 29, 2018



    The story is that the Fed’s quantitative easing program injected large amounts of liquidity into financial markets, causing bond rates to fall and stock prices to accelerate. Consequently, the argument goes that, the shrinking of the Fed’s balance sheet through maturity runoff will cause bond…


  • Yogi Berra, the Fed’s Balance Sheet, and Liquidity
     Author(s): Robert Eisenbeis, Ph.D. | Sat December 29, 2018



    The story is that the Fed’s quantitative easing program injected large amounts of liquidity into financial markets, causing bond rates to fall and stock prices to accelerate. Consequently, the argument goes that, the shrinking of the Fed’s balance sheet through maturity runoff will cause bond…


  • More Evidence Supporting a 60/40 Portfolio
     Author(s): Gabriel Hament | Tue December 25, 2018



    Earlier this summer we wrote about the FY 2017 returns (July 1, 2016 – June 31, 2017) reported in the NACUBO-Commonfund Study of Endowments® (NCSE).[1]


  • Happy Holidays!
     Author(s): John R. Mousseau, CFA | Tue December 25, 2018



    We wish all the best to our readers and friends for the holidays. We hope you enjoy some great days with your families and friends and look forward to a prosperous 2019. We wish a great new year for all of you and particularly those less fortunate. And hope everyone in their own ways…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch