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. | Sat November 9, 2024
Author(s): John Mousseau | Fri November 8, 2024
According to pre-election polls, many believed the results would be too close to call. Instead, it resulted in a clear mandate.
Author(s): Robert Eisenbeis, Ph.D. | Mon November 4, 2024
The FOMC this week will go into its meeting with a wealth of new economic data that should be significant for its decision. More specifically, the committee will have the new readings on Q3 real GDP, the September’s jobs situation, and the September PCE and CPI inflation indices. In…
Author(s): David R. Kotok | Wed October 30, 2024
There are many factors which impact interest rates, and the federal deficit and the total federal debt are only two of them.
Author(s): Patricia Healy, CFA | Wed October 23, 2024
Elon Musk was in the news stumping for Donald Trump and bringing attention to his petition supporting guns and free speech, by offering registered voters the daily chance to win $1million dollars by reading and signing the petition.
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