Tag Archives: John Mousseau

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Wall Street’s road warriors have spent the past three months grounded. How’s that working out?

Author: , Post Date: June 13, 2020
John Mousseau before the lockdown and during

Excerpt below… Wall Street’s road warriors have spent the past three months grounded. How’s that working out? John Mauldin misses the little thrill of being recognized in an airport, while Barry Ritholtz muses on having staggered shifts in his office. What else did ‘lockdown’ mean to finance’s heavyweights? June 13, 2020 By Andrea Riquier MarketWatch […]

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 […]

Shocking surge: Municipal bonds strength based on several fluid factors

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

Excerpt from “The Bond Buyer”… Shocking surge: Municipal bonds strength based on several fluid factors By Chip Barnett July 01 2019 With under a $1 billion of bonds and notes selling this week, municipal bond investors were looking beyond the week’s offerings — to fundamentals and performance. So far this year, muni yields have declined […]

Municipal calendar grows to $7B as the summer reinvestment season arrives

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

Excerpt from “The Bond Buyer”… Municipal calendar grows to $7B as the summer reinvestment season arrives By Christine Albano & Chip Barnett May 31 2019 The food fight among municipal investors is expected to reach new heights with the arrival of the summer reinvestment season, municipal managers and observers said. Some say it will be […]

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 […]

Deals pour in to slightly firmer market

Author: , Post Date: January 17, 2019
Cumberland Advisors John Mousseau

Excerpt from… Deals pour in to slightly firmer market By Aaron Weitzman Christine Albano Published January 15 2019, 1:50pm EST New deals were rolling in, with timing benefiting issuers as the market firmed. Strong demand will likely lead to oversubscriptions on the Pennsylvania Housing Finance Authority deal after a significant portion of the longer maturities […]