Market Commentary

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Midterm Elections – The Quick Muni Note

Author: John R. Mousseau, CFA, Post Date: November 7, 2018
Market Commentary - Cumberland Advisors - Midterm Elections – The Quick Muni Note

Here’s our first take after the midterm elections. The polls actually got it right, with the Democrats taking the House of Representatives and the Republicans enjoying a slight pickup in the Senate. Divided government, with different parties in control of the House and Senate, has sometimes led to gridlock.  It also tends to keep spurious […]

Deficit, Fed, Post-Midterms

Author: David R. Kotok, Post Date:
Market Commentary - Cumberland Advisors - Deficit, Fed, Post-Midterms

For the next few years, the increased debt financing of the United States will not be a problem for markets. That will remain the case as long as the US dollar is the unchallenged world reserve currency, as it has been for decades. When you survey the world and look at other countries’ economic systems and current situations, the US emerges as the best or, if you are a hand-wringing detractor, the least troubled.

Cumberland Advisors Week in Review (Oct 29, 2018 – Nov 02, 2018)

Author: Cumberland Advisors, Post Date: November 3, 2018
Cumberland Advisors Week in Review

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 of interest to our audience. Your feedback […]

The November FOMC and the Election

Author: Robert Eisenbeis, Ph.D., Post Date: November 2, 2018
Federal Reserve - FOMC

The November FOMC meeting is scheduled for November 7 & 8, one day after the November 6 midterm election. We are not looking, then, at the possibility of any further FOMC action on interest rates that might influence the election one way or another, but what about after the election? Is the FOMC likely to […]

Responses to Climate Change & Markets

Author: David R. Kotok, Post Date: November 1, 2018
Market Commentary - Cumberland Advisors - Climate Change & Markets Responses

We thank readers for their many comments and criticisms regarding our commentary on climate change and markets. For those who missed the original piece, here is the link: “Climate Change & Markets,” https://www.cumber.com/climate-change-markets/. There were diverse responses ranging from total disagreement to full endorsement. No one offered observations about the market section. Many agreed that […]

Italy Update: Still a Concern for Investors

Author: William Witherell, Ph.D., Post Date: October 31, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

The Italian drama continues, with the European bond markets demonstrating great resilience despite the risks presented by the Italian government’s proposed fiscal policy stance, which has been rejected by the European Commission (EC). Earlier, after receiving Italy’s draft budget, the EC had asked Italy to explain why the government decided not to comply with European […]

Cumberland Advisors Week in Review (Oct 22, 2018 – Oct 26, 2018)

Author: Cumberland Advisors, Post Date: October 27, 2018
Cumberland Advisors Week in Review

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. They are not revised assessments and circumstances may have changed in the market from the time of original publication. We also include older commentaries our editors have determined of interest to our audience. Your feedback is always welcome. […]

Talking Stock Market with Matt McAleer

Author: David R. Kotok, Post Date: October 26, 2018
Cumberland-Advisors-Matt-McAleer-Market-Position-Broadly

Talking stock markets this morning with Matt McAleer in our shop. Bullets: 1 These kinds of negative weekly momentum extremes have been profitable entry points in the past. 2. “The Trump bump has become the Trump dump” according to one editorial. Trump rhetoric is being dismissed by market agents as pure politics. 3. When election […]

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