Tag Archives: Bonds

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Cumberland Advisors Week in Review (May 18, 2020 – May 22, 2020)

Author: Cumberland Advisors, Post Date: May 23, 2020
Cumberland-Advisors-Market-Update-20200522

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Week in Review (May 11, 2020 – May 15, 2020)

Author: Cumberland Advisors, Post Date: May 16, 2020
Cumberland-Advisors-Market-Update-20200515

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Week in Review (May 04, 2020 – May 08, 2020)

Author: Cumberland Advisors, Post Date: May 9, 2020
Cumberland-Advisors-Market-Update-20200508

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary – The Muni Meltdown Timeline (and the Opportunity It Presents)

Author: John R. Mousseau, CFA, Post Date: March 27, 2020
CA-Market-Commentary-The Muni Meltdown Timeline (and the Opportunity It Presents)

The Municipal Bond Market has suffered one of the most dramatic back-offs it has ever seen; and it was accomplished in about nine business days. The rise in yields has been dramatic and fierce and had lots of elements to it. This is a quick synopsis of some of the muni meltdown. As of Monday […]

Cumberland Advisors Market Commentary – COVID-19 and Municipal Credit Quality

Author: Patricia Healy, CFA, Post Date: March 2, 2020
Market Commentary - Cumberland Advisors - COVID-19 and Municipal Credit Quality

Until recently it was unclear if the new coronavirus would reach the United states. Now we have 88 reported cases in the US, at least two without a clear connection to travel to China, and as of Sunday night two deaths; so we feel it is time to comment on the ability of US municipalities […]

Cumberland Advisors President & CEO discusses worst week on Wall Street since 2008 financial crisis

Author: , Post Date: February 29, 2020
Cumberland Advisors President & CEO discusses worst week on Wall with Grant Boxleitner- Suncoast News

Cumberland Advisors President & CEO discusses worst week on Wall Street since 2008 financial crisis with Grant Boxleitner. SARASOTA – After stocks wrapped up the biggest weekly losses since the 2008 financial crisis, Cumberland Advisors President, CEO & Director Of Fixed Income John  Mousseau talked about the volatility with SNN’s Grant Boxleitner. (Watch in the […]

The Great Bond Party of 2019 Is Ending

Author: , Post Date: January 20, 2020
Cumberland Advisors John Mousseau

Excerpt from… The Great Bond Party of 2019 Is Ending With Federal Reserve rate cuts behind us and recession fears waning, don’t expect much from bond funds this year. By Carla Fried – Published Jan. 17, 2020 – Updated Jan. 18, 2020 Economic worries last year turned out to be great news for bond investors. […]

Cumberland Advisors Market Commentary – 2019: Bonds Roar Back

Author: John R. Mousseau, CFA, Post Date: January 13, 2020
2019 Bonds Roar Back

2019 saw bond yields turn around from their climb in 2018 and move lower. Since the Federal Reserve changed their language last December to being accommodative and data-driven, we have seen yields across the board come down a lot. There is no question that this drop in yields was driven, in large part, by what […]

SALT-Fueled Rally in Muni Market Faces Tax-Day Test

Author: , Post Date: April 1, 2019
Cumberland Advisors John Mousseau

Excerpt from bloomberg.com article, SALT-Fueled Rally in Muni Market Faces Tax-Day Test By Amanda Albright April 1, 2019 The rally in the $3.8 trillion municipal-bond market is about to face a major tax-season test. All year, analysts have credited the $10,000 cap on state and local tax deductions for driving a record-setting amount of cash […]