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Market Commentary

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Cumberland Advisors Market Commentary – Jobs, As the New Year Begins

Author: Robert Eisenbeis, Ph.D., Post Date: January 12, 2021
Robert Eisenbeis

The jobs numbers released this week provide a sobering view of the pace of the recovery and provide clear evidence as to what we can expect from the FOMC. The Committee’s new strategy focuses on ensuring maximum employment, with policy designed to minimize downside deviations from that what the Committee views as full employment. The […]

Cumberland Advisors Market Commentary – Q4 Quarterly Credit Commentary – Municipal Credit 2020 and Beyond

Author: Patricia Healy, CFA, Post Date: January 11, 2021

In the depths of the muni market plunge back in March, many feared that the sky had fallen and that municipalities would not be able to manage their services and debt repayment. The initial fall in prices was due to a collapse of liquidity, when muni money market funds had no one to sell to […]

Cumberland Advisors Week in Review (Jan 04, 2021 – Jan 08, 2021)

Author: Cumberland Advisors, Post Date: January 9, 2021
Cumberland-Advisors-Market-Update-20210108

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 […]

Cumberland Advisors Market Commentary – The Blue Wave and the Bond Markets

Author: John R. Mousseau, CFA, Post Date: January 8, 2021
CA-John-R-Mousseau-The Blue Wave and the Bond Markets

The Democratic Party won both Senate seats in Georgia on Tuesday, January 5th. Our own math had a split decision, with each party capturing a Senate seat; but with the sweep the Democrats will now control the White House, the House of Representatives, and the Senate, where a 50-50 split will now be broken by […]

Cumberland Advisors Market Commentary – Census Update

Author: David R. Kotok, Post Date: January 7, 2021
CA-David-Kotok-Bio-2021

According to the Brookings Institution, “Newly released Census Bureau population estimates through mid-year 2020 reveal record lows in U.S. population growth, both annually and for the 2010-to-2020 decade…. “The new estimates indicate that over the period from July 1, 2019 to July 1, 2020, the nation grew by just 0.35%. This is the lowest annual […]

Cumberland Advisors Market Commentary – Breakeven Inflation

Author: Robert Eisenbeis, Ph.D., Post Date: January 6, 2021
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

In a recent review of fixed-income security returns, Cumberland Chairman, David Kotok, raised a question concerning what looked to him to be an anomaly with respect to the spread between the 5-year and 10-year breakeven inflation rates on US Treasures, which had narrowed to only 5 basis points. Both market-based measures of inflation expectations, calculated […]

Cumberland Advisors Market Commentary – Attack on the Fed, Market Reaction: A One-Day Saga

Author: David R. Kotok, Post Date: January 5, 2021
CA-David-Kotok-Portrait-With-Title-Blue-2021

Dear readers, we narrowly avoided a catastrophe. I use that word because an action by Congress to eliminate or neuter the power of the central bank to intervene as lender of last resort in a crisis is exactly the way to create a catastrophe. The 1929–1933 period of American history is evidence of how a […]

Frontline Nurses: The USF Program and Why To Do It

Author: David R. Kotok, Post Date: January 3, 2021
Market Commentary - Cumberland Advisors - Frontline Nurses - The USF Program and Why To Do It

For most of 2020 we watched frontline healthcare workers in the United States and throughout the world contend with a fierce attack from COVID-19. They have served our country despite great personal risk, exhaustion, and extreme emotional distress. Now, there’s a new USF (University of South Florida) program for nurses, “Frontline Nursing During COVID-19: A […]

Cumberland Advisors Week in Review (Dec 28, 2020 – Jan 01, 2021)

Author: Cumberland Advisors, Post Date: January 2, 2021
Cumberland-Advisors-Market-Update-20201231

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 […]

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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