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): Robert Eisenbeis, Ph.D. | Wed October 23, 2024
In a recent commentary (“The 50-Basis-Point Cut”), I suggested that we would be in for a period of substantial market volatility, and it is likely to continue until the path that the FOMC is going to take becomes more clear.
Author(s): John R. Mousseau, CFA | Thu October 10, 2024
We hope all clients and readers in the Milton-affected areas of Florida and other states are safe today.
Author(s): Patricia Healy, CFA | Wed October 9, 2024
The election, the election, the election… not so much when it comes to muni credit quality.
Of course, the ideas being bandied about by the presidential candidates – if implemented, and depending on whether we have a divided government – could have ramifications for municipalities. But…
Author(s): Robert Eisenbeis, Ph.D. | Wed October 9, 2024
The settlement of the longshoremen’s strike on Friday together with the release by BLS of jobs creation for September should be comforting news to markets that the risks of an abrupt slowdown have lessened significantly.
Author(s): Daniel Himelberger | Thu October 3, 2024
Total Return Gov/Credit Third-Quarter Review
Author(s): Patricia Healy, CFA | Wed October 2, 2024
When we wrote our commentary last week on climate week and the ninth named storm, little did we know that Helene would cause such a huge swath of damage and destruction.
Author(s): David W. Berson, Ph.D. | Wed October 2, 2024
The key points you should know:
This is what a soft landing looks like.Economic growth, especially the job market, is slowing – but not dangerously so.Inflation continues to slow but is still modestly above the Fed’s longer-term goal.The Federal Reserve has begun to ease and expects to…Author(s): John R. Mousseau, CFA | Fri September 27, 2024
The third quarter of 2024 saw a rally in both the Treasury bond market and the municipal bond market.
The Treasury bond market saw the 10-year US Treasury bond yield move from 4.479 at the beginning of the quarter to 3.797 on September 26th. The move in munis was more muted, with 10-year…
Author(s): Patricia Healy, CFA | Wed September 25, 2024
Climate Week in NYC Sept. 23–29 brings many of those interested in climate and resiliency together. It overlaps with the UN General Assembly and attracts high level government and business speakers. It is a hybrid conference, and many of the sessions have been or will be live streamed at https…
Author(s): David R. Kotok | Wed September 25, 2024
Recently I received a well-thought-out communication from a reader offering the following: