Tag Archives: Treasury Yields

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The IRA: Powell Fed Embraces Monetary Relativity

Author: Chris Whalen, Post Date: September 23, 2020
Cumberland Advisors Robert "Bob" Eisenbeis Ph.D. In The NewsCumberland-Advisors-Robert "Bob" Eisenbeis Ph.D. In-The-News

Chris Whalen quotes Bob Eisenbeis and others for his publication, The Institutional Risk Analyst, on financial and banking issues. Read this excerpt from a September 2020 edition or the full post linked below. The idea of the FOMC deciding when average inflation targeting (AIT) has made up for periods of price deflation seems to stretch […]

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 […]

The Interview: David Kotok on GSIBs, Markets & Central Banks with Chris Whalen

Author: Chris Whalen, Post Date: March 14, 2019
Market Commentary - Cumberland Advisors - The Interview David Kotok on GSIBs, Markets and Central Banks

My friend Chris Whalen was kind enough to use an interview he did with me in his weekly publication on financial and banking issues, The Institutional Risk Analyst. Chris has had a distinguished career, and it was a pleasure to interact with him again. This summer Chris and I are cohosting the June gathering at […]

What Higher Yields Mean for Stock and Bond Portfolios

Author: , Post Date: February 6, 2018
Cumberland-Advisors-Leo-Chen-In-The-News

Excerpt below: “Generally, when central banks pull back on stimulus that ultimately is the catalyst that brings growth to an end,” says Jeff Klingelhofer, a portfolio manager at Thornburg Investment Management. “The major story the next couple of years will be watching central banks.” Also adding upward pressure on Treasury yields is an increase in […]