Tag Archives: Treasury Yields


Shocking surge: Municipal bonds strength based on several fluid factors

Author: , Post Date: July 1, 2019
Cumberland Advisors John Mousseau

Excerpt from “The Bond Buyer”… Shocking surge: Municipal bonds strength based on several fluid factors By Chip Barnett July 01 2019 With under a $1 billion of bonds and notes selling this week, municipal bond investors were looking beyond the week’s offerings — to fundamentals and performance. So far this year, muni yields have declined […]

The Interview: David Kotok on GSIBs, Markets & Central Banks with Chris Whalen

Author: Chris Whalen, Post Date: March 14, 2019
Market Commentary - Cumberland Advisors - The Interview David Kotok on GSIBs, Markets and Central Banks

My friend Chris Whalen was kind enough to use an interview he did with me in his weekly publication on financial and banking issues, The Institutional Risk Analyst. Chris has had a distinguished career, and it was a pleasure to interact with him again. This summer Chris and I are cohosting the June gathering at […]

What Higher Yields Mean for Stock and Bond Portfolios

Author: , Post Date: February 6, 2018

Excerpt below: “Generally, when central banks pull back on stimulus that ultimately is the catalyst that brings growth to an end,” says Jeff Klingelhofer, a portfolio manager at Thornburg Investment Management. “The major story the next couple of years will be watching central banks.” Also adding upward pressure on Treasury yields is an increase in […]