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): Leo Chen, Ph.D. | Mon April 12, 2021
Author(s): David R. Kotok | Sun April 11, 2021
Author(s): Cumberland Advisors | Sat April 10, 2021
Thank you for joining Cumberland Advisors for this April 09, 2021 end-of-week update on market conditions, bonds & equities with Matt McAleer & John Mousseau, CFA.
Author(s): William H. Witherell, Ph.D. | Fri April 9, 2021
Author(s): David R. Kotok | Thu April 8, 2021
Credit spreads have just reached a new low number. Here’s a link to the St. Louis Fed’s report on the high-yield (HY) spread to US Treasury riskless counterparts. Readers are invited to spend a few minutes at the link and to read the definitions.
Author(s): Patricia M. Healy, CFA | Wed April 7, 2021
Author(s): Robert Eisenbeis, Ph.D. | Tue April 6, 2021
Author(s): David R. Kotok | Mon April 5, 2021
Jonathan Golub of Credit Suisse sent an April 1 public market note. He said: “With multiples stable, the market’s entire advance can be explained by improving earnings.” We agree. The S&P 500 P/E ratio is essentially unchanged for the last three quarters. We also agree that it…
Author(s): Patricia M. Healy, CFA | Mon April 5, 2021
On Wednesday, President Biden introduced the first of two infrastructure plans as part of his Build Back Better initiative: the American Jobs Plan. The second plan, the American Families Plan, has not yet been formally proposed. The two plans are reported to total up to $4 trillion, cover…
Author(s): David R. Kotok | Sun April 4, 2021