Tag Archives: Municipal Bonds

image_pdfimage_print

Cumberland Advisors Market Commentary – Wildfires Out West

Author: Patricia Healy, CFA, Post Date: October 8, 2020
Patricia Healy, CFA

On Sunday, Bloomberg reported that this year’s California fires had scorched more ground than the last three years of fires combined. Higher temperatures and greater winds have contributed to the spread. Year-to-date, the California fires have covered 4 million acres in 8,200 fires throughout the state. Some 8,400 homes and buildings have been lost, and […]

Cumberland Advisors Market Commentary – Muni Bonds Turn Toward the Election

Author: John R. Mousseau, CFA, Post Date: October 6, 2020
Market Commentary - Cumberland Advisors - (Mousseau)

With the presidential election a month away, we start to mull over what the bond market might look like post-election day. While most polls have Vice-President Biden ahead by 6–7% points, we know the race has the potential to be much closer, since the 50 individual states decide the election by virtue of voting by […]

BondBuyer – Florida preps $2.25 billion deal to pay hurricane insurance claims

Author: , Post Date: August 31, 2020
Cumberland-Advisors-Patricia-Healy-In-The-News

Excerpt below. By Shelly Sigo – The Bond Buyer August 31, 2020 Florida plans to “opportunistically” take advantage of historically low taxable municipal bond rates in a $2.25 billion deal that a state official said should be attractive for yield-starved investors. Proceeds will provide capital to pay claims, if needed, by the Florida Hurricane Catastrophe […]

Cumberland Advisors Market Commentary – Managing Hurricane Risk in a Bond Portfolio

Author: John R. Mousseau, CFA & Patricia Healy, CFA, Post Date: August 10, 2020
Market Commentary - Cumberland Advisors - Managing Hurricane Risk in a Bond Portfolio

The Northeast continues to clean up from Hurricane Isaias, which swept up the Atlantic coast to New York and parts of New England on Thursday. Below is a slide from a presentation by our good friend Tom Doe, who heads up Municipal Market Advisors (http://www.mma-research.com). Tom’s firm does in-depth quantitative and qualitative research on the […]

Barron’s – July Jobs Report: Better Than Expected, Better Than Feared

Author: , Post Date: August 7, 2020
Cumberland Advisors William Bill Witherell Ph.D.

July Jobs Report: Better Than Expected, Better Than Feared Excerpt from Barron’s – August 07, 2020 A portion of William Witherell, Ph.D.’s commentary, Why Investors Are Looking at Taiwan, was incorporated into Barron’s collective piece, “July Jobs Report: Better Than Expected, Better Than Feared“. This commentary was issued recently by money managers, research firms, and […]

BondBuyer – Largest municipal bond deals coming from Texas, Colo. and Calif.

Author: , Post Date: July 24, 2020
Cumberland-Advisors-Shaun-Burgess-In-The-News

Excerpt from… The Bond Buyer “Largest municipal bond deals coming from Texas, Colo. and Calif. “ By Chip Barnett, Christine Albano, July 24, 2020 Municipal yields held steady as the market awaits large Texas and California deals. The new-issue calendar features billion dollar deals from the Southwest and West regions of the country. The cities […]

BondBuyer – Confidence high among muni investors

Author: , Post Date: July 16, 2020
Cumberland Advisors John Mousseau

Excerpt from… Confidence high among muni investors By Chip Barnett & Christine Albano – The Bond Buyer July 16, 2020 In the week ended July 15, muni tax-exempt mutual funds saw $857.321 million of inflows, according to Refinitiv Lipper, marking the 10th straight week investors put cash into the funds. Primary market In the backdrop […]

Cumberland Advisors Market Commentary – John Mousseau’s Oxford Presentation: Bond Markets Through the Virus

Author: David R. Kotok, Post Date:
Market Commentary - Cumberland Advisors - John Mousseau's Oxford Presentation Bond Markets Through the Virus

John Mousseau did a live (online) presentation with Oxford University on Monday June 29th about insights on the bond markets, the macroeconomic landscape, and his take on potential career choices for students interested in finance and investing. His presentation topic was: Bond Markets Through the Virus  Analysis of Treasury, Taxable and Municipal Markets Analysis of Fed […]