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 McAleer | Sat January 5, 2019
Author(s): Shaun Burgess | Fri January 4, 2019
Author(s): Daniel Himelberger | Thu January 3, 2019
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…
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…
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…
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…
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]
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…
Author(s): | Sun December 23, 2018