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): | Fri January 24, 2025
First and foremost, our hearts go out to all who have been impacted by the California wildfires, whether directly or through the experience of loved ones.
This week, Cumberland made the decision to eliminate our limited exposure to Los Angeles Department of Water and Power (LA DWP)…
Author(s): | Fri January 24, 2025
This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into 2025. It is a particularly important outlook given the fact that we have just gone through a presidential election and have the return of Donald Trump, who is repeating the performance of Glover…
Author(s): David W. Berson, Ph.D. | Fri January 17, 2025
Mixed inflation data for December.
Author(s): Patricia Healy, CFA | Wed January 15, 2025
As it turns out, 2024 was not the year credit trends reversed, as we wondered in our Q1 credit commentary (https://www.cumber.com/market-commentary/q1-2024-credit-commentary-will-be-year-credit-trends-reverse.
Author(s): Patricia Healy, CFA | Sat January 11, 2025
The Los Angeles wildfires that began Jan. 7th are still raging, and containment is low. Winds have slowed some but are expected to increase towards the end of the weekend, and some fear the fires could spread to San Diego County – so this disaster is not yet over.
Author(s): Matthew C. McAleer | Fri January 10, 2025
A recap on market conditions and trading decisions that impacted our primary equity and fixed income investment strategies throughout the past year.
Author(s): John R. Mousseau, CFA | Wed January 8, 2025
Thursday, January 9th, is a day of mourning for President Jimmy Carter, our 39th President, who passed away at 100 years old on December 29th, 2024.
I was lucky enough in college to attend the inauguration of President Carter in January 1977. It was a bitterly chilly day but sunny, and one…
Author(s): Daniel Himelberger | Fri January 3, 2025
Option-Adjusted Spread (OAS) is a crucial metric used in active management of fixed income portfolios to provide insights into the yield difference between a bond and a risk-free benchmark, adjusted for any embedded options. These spreads are particularly important for understanding the true…
Author(s): John R. Mousseau, CFA | Fri December 27, 2024
Fourth Quarter 2024 – The Trump Yield Rally
Author(s): John R. Mousseau, CFA | Mon December 23, 2024
Cumberland Advisors would like to wish everyone a very special and safe Holiday Season and a Happy New Year.