Market Commentary

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Cumberland Advisors Market Commentary – Politics: Aaarrgh!

Author: David R. Kotok, Post Date: December 30, 2020
Market Commentary - Cumberland Advisors - Politics Aaarrgh!

About 20 million people in America were at sharply increased financial risk if Trump hadn’t signed the new stimulus bill. I asked Mike Englund of Action Economics for a breakdown. Here’s what he sent. “This is taken straight from the initial claims report from the DOL: Unemployment Insurance Benefits in All Programs Week ending December […]

Cumberland Advisors Market Commentary – Taxable Total Return 4th Quarter Review

Author: Daniel Himelberger, Post Date: December 29, 2020
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

The buildup to and launch of a COVID-19 vaccine during the fourth quarter of 2020 led to record highs being set in the stock market and a steeper Treasury yield curve. The news of the vaccine also benefits spreads on investment-grade corporates and taxable municipals. These spreads continue to grind lower from their highs earlier […]

Cumberland Advisors Market Commentary – The Long Strange Trip of the Muni Market in 2020

Author: John R. Mousseau, CFA, Post Date: December 28, 2020
CA-Market-Commentary - The Long Strange Trip of the Muni Market in 2020 - Mousseau

Sometimes the light’s all shinin’ on me Other times I can barely see Lately it occurs to me What a long strange trip it’s been “Truckin,” by the Grateful Dead (Lyrics by Robert Hunter)   Those great lines from a great song sum up the 2020 investment year in general and particularly in munis, as […]

Cumberland Advisors Week in Review (Dec 21, 2020 – Dec 25, 2020)

Author: Cumberland Advisors, Post Date: December 26, 2020
Cumberland-Advisors-Market-Update-20201223

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 – International Equities at Year-end 2020 & the Promise Ahead

Author: Bill Witherell, Ph.D., Post Date: December 23, 2020
Market Commentary - Cumberland Advisors - International Equities at Year-end 2020 and the Promise Ahead by William Witherell, Ph.D.

During March and April of this year, the global economy and equity markets were hit with a severe shock from the COVID-19 pandemic and the widespread lockdown measures governments imposed in response. In May and June, the spread of infection lessened in many economies, lockdowns were largely ended, and restrictions eased. Equity markets started a […]

Cumberland Advisors Market Commentary — CIO Overview – 2021 Market & Macro Outlook

Author: David R. Kotok, Post Date: December 21, 2020

“Now what?” we are asked after a 2020 that saw a full-year market whipsaw round trip, coupled with a COVID-induced economic deep dive in the spring. The V-shaped recovery that followed is starting to falter. Let’s take a look in this 2021 market & macro outlook. Jim Bianco has given us permission to use a […]

Florida-COVID Update

Author: David R. Kotok, Post Date: December 20, 2020
Market-Commentary-Cumberland-Advisors-David-Sunday-Florida-COVID-Update

As much as you may know about airborne transmission of COVID-19, something new may be learned from this video. How risky is it, for instance, to stand in line behind someone who is wearing a loosely fitted mask? Find out. See “Military-grade camera shows risks of airborne coronavirus spread,” https://www.washingtonpost.com/investigations/2020/12/11/coronavirus-airborne-video-infrared-spread/ We thank all the readers […]

Cumberland Advisors Week in Review (Dec 14, 2020 – Dec 18, 2020)

Author: Cumberland Advisors, Post Date: December 19, 2020
Cumberland-Advisors-Market-Update-20201218

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 December FOMC

Author: Robert Eisenbeis, Ph.D., Post Date: December 18, 2020
Federal Reserve - FOMC

Prior to the Fed’s December FOMC meeting there was a general consensus among economists (see the December NABE forecast, for example) that the Committee would not change its federal funds rate target. But the media was filled with speculation that the FOMC would possibly increase its asset purchase program or begin to purchase longer-maturity Treasuries. […]

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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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