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): Bob Bunting | Wed July 3, 2019
Bob Bunting brings his established credentials, including being a Director of the University Corporation for Atmospheric Research and a Lead Forecast for NOAA, to this guest commentary. He also mentions the Climate Adaptation & Mitigation Center (CAC), of which he is the CEO and which I…
Author(s): David R. Kotok | Mon July 1, 2019
Ceasefire: An agreement to temporarily stop shooting while trying to reach a truce
Truce: A more durable cessation of shooting while antagonists attempt to reconcile differences and reach a peace treaty
Author(s): Shaun Burgess | Sat June 29, 2019
The second quarter of 2019 has been a busy one for the Commonwealth of Puerto Rico. Milestones mired in controversy, optimism dampened by frustration, and increasing uncertainty have all been part of the experience.
Author(s): Gabriel Hament | Sat June 29, 2019
Since the ’08-’09 financial crisis, it has been astounding to watch as investment pours into Florida's Sarasota-Manatee region. Construction cranes dot the skyline, new housing developments expand beyond the interstate while regional unemployment remains at historic lows.
Author(s): John R. Mousseau, CFA | Fri June 28, 2019
The muni bond market has been on a tear so far this year. Not only have yields dropped, but they have dropped relative to US Treasuries across the board.
Author(s): David R. Kotok | Thu June 27, 2019
Peter Boockvar, a Camp K fisherman and a super-sharp analyst, sent the note and chart below. We thank him for giving us permission to share his note below.
Author(s): Daniel Himelberger | Wed June 26, 2019
Treasury yields dropped precipitously throughout the second quarter of 2019, with the biggest decline seen in the short to intermediate maturities. As of 6/20/19 the most sizable decline was in the 2-year Treasury, which dropped 54 bps to 1.724%, while the 30-year Treasury lagged this drop in…
Author(s): Robert Eisenbeis, Ph.D. | Tue June 25, 2019
In the commentary leading up to the June meeting, I argued that some relaxation of the tariff issues with Mexico, combined with relatively good data for the US economy, would make the FOMC’s decision to hold pat on rates relatively easier.
Author(s): Cumberland Advisors | Sun June 23, 2019
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…
Author(s): William Witherell, Ph.D. | Fri June 21, 2019
In the next-to-last week of the second quarter, the factors that have led to high volatility in the global equity markets during the quarter are still present. Foremost among these are the destabilizing effects of rising trade and technology tensions, which are hurting the manufacturing sectors…