Cumberland Advisors

The results of the European Union’s Parliamentary elections, held the last weekend in May, were welcomed by investors as being not as bad as many had feared. A broad populist and nationalist...

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...

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...

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...

Markets welcomed the European Union’s decision in April to push the Brexit deadline back to October 31 in order to provide the UK with more time to reach agreement on the terms of a withdrawal...

Municipal performance has been strong as a result of low supply, high demand, and lower rates.After some states reported revenues tracking well below projections in January, fears of a substantial...

The Tactical Trend strategy is designed to allocate capital to the strongest primary asset classes, including equities, fixed income, commodities and cash. The strategy will always allocate to a...

International equity markets recovered strongly in the first two and a half months of 2019. This followed last year’s sharp drop in global markets, particularly in December. The revival in...

Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink...

China stocks surged Monday following Trump’s announcement that he will be delaying US tariffs on China. Prospects for a trade agreement between China and the US are now looking very good. It is...

Attention has turned to what extra gems of information might be contained in the release of the FOMC’s January 2019 minutes about the future path of policy. Comments have focused on the...

What do 72 countries – including developed nations such as Canada, Australia, Japan and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran and Russia; and small...

The latest indicators reveal that the economic slowdown in Europe persists. President Draghi of the European Central Bank (ECB) has underlined the continued weakness, expectations for softer near-term...

The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset...

Every so often DataTrek puts together an excellent update on the rapidly expanding marijuana industry. DataTrek’s cofounders, Jessica Rabe and Nick Colas, have access to a wealth of information,...

The Shanghai Stock Exchange was the worst-performing major stock market in 2018, with the benchmark Shanghai Composite index falling 25% over the course of the year. Concerns about a slowing economy...