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): David R. Kotok | Sun April 14, 2024
CNBC offered this headline: “Biden says U.S. economy is world’s best.
Author(s): Robert Eisenbeis, Ph.D. | Mon April 8, 2024
During its March FOMC meeting, the Committee held its target rate range constant at 5.25%–5.5% and released a new Summary of Economic Projections (SEP), which reaffirmed that it expected to make three rate cuts in 2024. Not only did the projections change, but it appeared that more of the…
Author(s): David R. Kotok | Sun April 7, 2024
Here’s more on the Deficits, Debt and Lame Ducks. Note that since our previous writings the No Labels party has announced it will not field a presidential candidate. For my two earlier pieces, here are the links: “Deficits & Lame Duck POTUS,” https://www.cumber.com/market-commentary/deficits…
Author(s): David W. Berson, Ph.D. | Thu April 4, 2024
The key points you should know. The economy continued to grow at a solid pace through the first quarter. The job market remains tight, but perhaps with some signs of slowing. Inflation, while down substantially from a couple of years ago, remains too high. The Federal Reserve…
Author(s): Bob Brusca, Chief Economist at FAO Economics (Intro by David R. Kotok) | Wed April 3, 2024
My friend Bob Brusca (https://robertbrusca.substack.com/), Chief Economist at FAO Economics, kindly gave permission for me to share the following piece with readers.
Author(s): Daniel Himelberger | Tue April 2, 2024
After a sharp decline in yield during the fourth quarter of 2023, Treasury yields rose during the first quarter of 2024 as “higher for longer” concerns reentered the market and rate-cut expectations declined from six 25-basis-point cuts to three. The biggest increase was seen in the 3-year,…
Author(s): David R. Kotok | Sun March 31, 2024
Here’s my recent discussion of the deficit and debt: “Deficits & Lame Duck POTUS,” https://www.cumber.com/market-commentary/deficits-lame-duck-potus
Author(s): John R. Mousseau, CFA | Thu March 28, 2024
The tax-free municipal bond market continued to put on a heck of a show during the first quarter of 2024. Where US Treasury yields have risen since the end of the year, Muni bond yields have moved little and yield ratios are similar to year-end.Here is the comparison of the US Treasury market…
Author(s): David R. Kotok | Wed March 27, 2024
As the first quarter of 2024 ends, the US financial markets have dealt with a series of unusual and uncertain events. Federal Reserve policy-outcome prognostications have been valued and revalued by market forces, expressed in futures prices. Stock markets are influenced by the outlook for…
Author(s): Patricia Healy, CFA | Tue March 26, 2024
Our hearts go out to those whose lives were affected by the collapse of the Francis Scott Key Bridge after a major support was struck by a massive container ship in Tuesday’s early morning hours. Video clips of the collapse are captivating but distressing, given that there were people on the…