Tag Archives: Barbell Strategy

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Cumberland Advisors Market Commentary – Interest Rates and Yield Curve Control, Part 1

Author: David R. Kotok, Post Date: August 10, 2020
Market Commentary - Cumberland Advisors - Interest Rates and Yield Curve Control, Part 1

“The Trimmed Mean PCE inflation rate is an alternative measure of core inflation in the price index for personal consumption expenditures (PCE). It is calculated by staff at the Dallas Fed, using data from the Bureau of Economic Analysis (BEA).” Through June 2020, “The Trimmed Mean PCE inflation rate over the 12 months ending in […]

Cumberland Advisors Market Commentary – The Bond Conundrum and How to Manage

Author: John R. Mousseau, CFA, Post Date: August 20, 2019
Market Commentary - Cumberland Advisors - Bond Conundrum

The past couple of weeks have been breathtaking for bond investors and observers of the bond market. The yield on the 30-year Treasury bond is now at a record low – it dipped under 2% this week – and the 10-year Treasury is not far off its record low of 1.36% set in July 2016 […]

4Q 2018 Review: Total Return Taxable Fixed Income

Author: Daniel Himelberger, Post Date: January 2, 2019
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

After a poor start to the quarter, the Treasury market rebounded nicely over the month of December, providing positive performance across the Treasury curve as the equity market suffered from negative sentiment pertaining to geopolitical risk and concerns over the Fed’s path towards raising short-term interest rates. Political bickering over building “the wall” and threats […]