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 | Fri December 27, 2019
This holiday season has come with ill tidings with respect to gun violence:
“At least 28 people were wounded in 3 separate shootings across these 3 states this weekend,” CNN, Dec. 23, 2019, https://www.cnn.com/2019/12/23/us/three-shootings-baltimore-minnesota-chicago/index.html
Author(s): Daniel Himelberger | Fri December 27, 2019
During the Q4 of 2019, Treasury yields rose in the maturity range of two years out to thirty years, with the biggest increase being the yield for the 10-year. As of December 23, the 10-year Treasury had risen 24.5 bps to 1.911%. The Fed did elect to lower the fed funds rate again at the end of…
Author(s): Robert Eisenbeis, Ph.D. | Wed December 25, 2019
Reading a number of the tributes to Paul Volcker, who passed away last week, and recitations of his contributions brought back my own experiences with him when I was on the staff of the Federal Reserve Board from 1976–1981. Among his key attributes were his integrity, the quality of his public…
Author(s): David R. Kotok | Tue December 24, 2019
We’ve written previously about the new TLRwire service introduced by Philippa Dunne and Doug Henwood. Readers who want to view a sample or subscribe can go here: https://www.tlranalytics.com/subscriptions/tlr-wire. I’m a paying subscriber myself, and I’m recommending TLRwire because I think it…
Author(s): Cumberland Advisors | Sun December 22, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat December 21, 2019
In the famous 1939 movie Gone with the Wind, Scarlet O’Hara (Vivien Leigh) delivers this poignant entreaty to Rhett Butler (Clark Gable): “Where shall I go? What shall I do?”
Author(s): Gabriel Hament | Fri December 20, 2019
Over the last few decades, trust in key public institutions has been eroding. Here are some recent figures compiled by Gallup (https://news.gallup.com/poll/1597/confidence-institutions.aspx) that document this trend:
Author(s): David R. Kotok | Thu December 19, 2019
Many have written, interviewed, and commented about the passing of Paul Volcker. We particularly like the commentary of Chris Whalen, who knew him better than many and whose family had connections with Paul Volcker over the years. We also note our GIC colleague Catherine Mann’s remembrance.…
Author(s): Robert Eisenbeis, Ph.D. | Tue December 17, 2019
“Boring” was how commentators on at least one network characterized the FOMC’s December 11th decision to hold rates constant.
Author(s): Cumberland Advisors | Mon December 16, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.