Market Commentary


Cumberland Advisors Market Commentary – Why States Are Not Going to Default from the Coronavirus Fallout

Author: Patricia Healy, CFA, Post Date: March 27, 2020
Market Commentary - Cumberland Advisors - Why States Are Not Going to Default from the Coronavirus Fallout

In our opinion this is a short-term shock, although it will likely change some behaviors for the long term that will need to be monitored. The initial concern is liquidity, not just in the bond market but also at the state level, where tax payment dates have been extended and economically sensitive revenues such as […]

Cumberland Advisors Market Commentary – The Muni Meltdown Timeline (and the Opportunity It Presents)

Author: John R. Mousseau, CFA, Post Date:
CA-Market-Commentary-The Muni Meltdown Timeline (and the Opportunity It Presents)

The Municipal Bond Market has suffered one of the most dramatic back-offs it has ever seen; and it was accomplished in about nine business days. The rise in yields has been dramatic and fierce and had lots of elements to it. This is a quick synopsis of some of the muni meltdown. As of Monday […]

Cumberland Advisors Market Commentary – Antibodies-COVID-19 | Krammer Laboratory

Author: David R. Kotok, Post Date: March 24, 2020
Antibodies-COVID-19 Krammer Laboratory

An Antibodies Test: A Vital Weapon in the Fight Against COVID-19. While the US continues to struggle without enough diagnostic tests for COVID-19, the quest continues for a different holy grail, a test to tell us who has already been exposed to the virus and now has some immunity. The exciting news on the serologic […]

Cumberland Advisors Market Commentary – The CDC Foundation

Author: David R. Kotok, Post Date:
CDC Foundation Dr Judy Monroe & David Kotok

Dear readers. The CDC Foundation is not widely known. It’s a 501(c)3 that was created by Congress as a special charitable agency. The Foundation works right alongside the CDC and other national health agencies but is an independent charity. It has a special-purpose charter. Its purpose is to respond rapidly to threats like COVID-19 or […]

Cumberland Advisors Market Commentary – International Stock Markets, First Quarter, 2020

Author: William Witherell, Ph.D., Post Date: March 23, 2020
Market Commentary - Cumberland Advisors - 2020 Q1 Strategy Reviews

International stock markets, like the US market, started the year on an optimistic note. The global slump in manufacturing appeared to be bottoming, and trade relations were easing. The first quarter is ending, however, with global equities experiencing dramatic losses and volatility surging across all market classes. As this is written (March 20), stocks in […]

Cumberland Advisors Week in Review (Mar 16, 2020 – Mar 20, 2020)

Author: Cumberland Advisors, Post Date: March 20, 2020

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Guest Commentary – Is There A COVID-19 Signal in Climate Data & Is It Potential Good News for Florida?

Author: Bob Bunting, Post Date:
Is There A COVID-19 Signal in Climate Data & Is It Potential Good News for Florida - Bunting

Our colleague Bob Bunting, meteorologist, professor, and former executive at both the National Oceanic and Atmospheric Administration (NOAA) and the National Center for Atmospheric Research (NCAR), is CEO of the Climate Adaptation Center (CAC) here in Sarasota, Florida. Bob has contributed several guest commentaries to Cumberland in recent years, including “It’s Hot and Getting Hotter […]

cumber map
Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.