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): Daniel Himelberger | Fri June 30, 2023
Treasury yields continued to be extremely volatile during the second quarter as market participants digested economic data and tried to time the end of the Fed hiking cycle. The net result of interest rate movements during the quarter was higher yields across the curve as expectations grew that…
Author(s): William H. Witherell, Ph.D. | Wed June 28, 2023
As the first half of 2023 ends, international equity markets have paused. Investors are faced with high uncertainty about the future of a global economy that lost momentum in June following sizable gains in May.
Author(s): John R. Mousseau, CFA | Mon June 26, 2023
The bond market generally experienced slightly rising rates in the second quarter of 2023 – especially after the banking crisis that was precipitated by the collapse of Silicon Valley Bank in March receded. We have heard little of banking stress since the JP Morgan takeover of First Republic…
Author(s): David R. Kotok | Sun June 25, 2023
Before I offer the responses from Frank and Frank, let me offer a personal note. It pains me to write this, but I must. In the investment advisory business, one must separate the personal policy view from the actual investment decision. It is great when they are aligned. It is difficult when…
Author(s): David R. Kotok | Fri June 23, 2023
Dear readers, our quarterly stock market commentary is a little longer than usual today. We hope you enjoy the results of this effort.
Author(s): Robert Eisenbeis, Ph.D. | Fri June 16, 2023
After 10 increases in its target rate for the federal funds, the FOMC paused but indicated that future moves were on the horizon if needed.
Author(s): David R. Kotok | Wed June 14, 2023
Bloomberg recently reported on the US Defense Department’s examination of the quality and safety of imported drugs.
Author(s): David R. Kotok | Sun June 11, 2023
“The national average price for regular gasoline is a full dollar (or more) a gallon lower than a year ago. Drivers paid over $4.60 in May 2022, and prices had reached $5 by the second week of June.
Author(s): Cumberland Advisors | Sat June 10, 2023
Cumberland Advisors’ Friday, Jun 09, 2023 Week in Review is available online. Our end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.
Author(s): William H. Witherell, Ph.D. | Fri June 9, 2023
Last week, the report that China’s official Purchase Managers’ Index (PMI) for May came in below expectations was seen as evidence of weakening economic momentum in the second quarter. Investors had expected an uptick, but instead the manufacturing index fell for the second month, to 48.8,…