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Cumberland Advisors Cumberland Advisors

Cumberland Advisors's Opinion & Analysis.
Featured here: a complete archive of all posts and research produced by Cumberland Advisors, including current material.
Japan Is The Place To Invest By Bill Witherell - Nov 08, 2019

The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from...

What The FOMC Said By Cumberland Advisors - Nov 04, 2019

Following the FOMC’s announcement of its third consecutive rate cut after its meeting this week, speculation immediately broke out among market participants about whether additional cuts or even...

Markets And The Deficit By Cumberland Advisors - Oct 30, 2019

The latest federal deficit numbers show the Trump budget implementation running about $1 trillion annualized. Here’s the link to a PDF that contains details and projections by the Congressional...

The Market Knows By Bob Eisenbeis - Oct 07, 2019

The Federal Reserve Bank of New York announced on Friday, Oct. 4 that it would continue to offer a maximum of $75 billion in overnight repurchase agreements and at the same time offer a series of term...

A Look At Q3's ETFs By Bill Witherell - Sep 19, 2019

With just nine market days remaining in the third quarter, international equity markets (those outside the US) are coming to the close of another quarter of high volatility. Market volatility...

Q3: A Look Back And What's Ahead By David Kotok - Sep 18, 2019

Volatility and uncertainty characterized the third quarter of 2019. For the first two months the markets were buffeted by China trade war effects and threats, geopolitical uncertainty (Iran, North...

The Bond Conundrum And How To Manage By John Mousseau - Aug 21, 2019

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...

Cry For Argentina By Bill Witherell - Aug 19, 2019 1

Argentina’s primary election on Sunday, August 11, surprised everyone and shocked markets as the current president, Mauricio Macri, was defeated by 15.6 percentage points by the left-wing...

Libra And Other Cryptocurrencies By Bob Eisenbeis - Jul 25, 2019 2

Congressional hearings this past week were the first of what are likely to be a number of investigations into Facebook's (NASDAQ:FB) proposed Libra cryptocurrency and associated Calibra wallet....

U.S. Interest Rates: 3 Scenarios By Bob Eisenbeis - Jul 15, 2019

Ohio State’s Woody Hayes used to say that his problem with the forward pass was that “Three things can happen, and two of them are bad.” Well, after Chairman Powell’s testimony...

The June FOMC By Robert Eisenbeis - Jun 25, 2019

In the commentary leading up to the June meeting, I argued that some relaxation of the tariff issues with Mexico, combined with relatively good data for the US economy, would make the FOMC’s...

Bond Market Commentary - 2% Or 2% Or -0.2%? By David Kotok - Jun 10, 2019 1

The bond market is currently a puzzle derived from an enigma influenced by an anomaly. Or is it? Here are some bullets. 1. Riskless overnight US government cash equivalents yield more than 2- or 5- or...

Tariffs And The Markets By Bill Witherell - Jun 06, 2019

Assessing the impact of the series of US tariff changes in 2018 and 2019 is difficult. The tariffs have been revised and updated over time. Indeed, MarketsInsider lists about 27 tariff-related events...

May FOMC Minutes: Patience By Bob Eisenbeis - May 28, 2019

In advance of the release of the FOMC’s May minutes, speculation in the press and by financial market participants was that the Committee might cut the federal funds target rate. The main line...

Finally, Some Positive Trade News By Bill Witherell - May 21, 2019

Toward the end of a week during which global markets were pummeled by a sudden worsening in the prospects for a trade agreement between China and the U.S., President Trump announced two positive...

Rate Cuts: Hope Is Not A Strategy By Bob Eisenbeis - May 07, 2019

Last Wednesday, the FOMC left its policy stance unchanged. This decision was consistent with the message sent after the previous meeting and was not contradicted by speeches given by FOMC participants...

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