Market Commentary

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Cumberland Advisors Week in Review (April 29, 2019 – May 03, 2019)

Author: Cumberland Advisors, Post Date: May 3, 2019
Week In Review

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 Market Commentary – Q1 2019 Credit Commentary

Author: Patricia Healy, CFA, Post Date:
Cumberland Advisors Market Commentary - Municipal Credit

A positive tone continues for the credit quality of municipal bonds, and municipal performance has been strong as a result of low supply, high demand, and lower rates. (See John Mousseau’s “http://www.cumber.com/1q2019-review-tax-free-municipal-bond-a-shining-first-quarter-for-munis/.”) After some states reported revenues tracking well below projections in January, fears of a substantial drop-off in state tax collections are being allayed, […]

Fed Appointees

Author: David R. Kotok, Post Date: May 1, 2019
Market Commentary - Cumberland Advisors - Fed Appointees

“If the Fed had done its job properly, which it has not, the Stock Market would have been up 5000 to 10,000 additional points, and GDP would have been well over 4% instead of 3%…with almost no inflation. Quantitative tightening was a killer, should have done the exact opposite!” – President Donald Trump, April 14, […]

Cumberland Advisors Market Commentary –  Deficit About to Worsen

Author: David R. Kotok, Post Date: April 30, 2019
Cumberland Advisors Market Commentary

The Bloomberg Close ended its April 22 daily report with the following: “What retirement? For the first time in 57 years, the participation rate in the U.S. labor force of retirement-age workers has cracked the 20% mark, according to a new report. As of February, the ranks of people 65 or older who are working […]

Cumberland Advisors Market Commentary –  US-Canada Economics: An Interview with Susan Harper, Consul General

Author: David R. Kotok, Post Date: April 25, 2019
US-Canada - An Interview with Susan Harper, Canadian Consul General, Miami

Financial Markets and the Economy – Financial Literacy Day III, the conference that Cumberland sponsored at the University of South Florida Sarasota-Manatee (USFSM) on April 11, featured a conversation between myself and Susan Harper, Canada’s Consul General in Miami. I opened the interview by expressing my personal view of the importance of the durable relationship […]

Cumberland Advisors Week in Review (April 15, 2019 – April 18, 2019)

Author: Cumberland Advisors, Post Date: April 22, 2019
Cumberland Advisors Matt McAleer Update April 18 2019 Video

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 […]

Defending First Amendment Freedoms – Part 3

Author: , Post Date: April 17, 2019
FINANCIAL MARKETS & THE ECONOMY Financial Literacy Day III Keynote Gretchen Morgenson (Book - Reckless Endangerment)

Defending First Amendment Freedoms, Part 3 Gretchen Morgenson delivered the keynote address, titled “Why Financial Literacy Depends on Press Freedom,” at Financial Markets and the Economy – Financial Literacy Day III, the annual major conference that Cumberland sponsors at the University of South Florida Sarasota-Manatee (USFSM). Morgenson is Senior Special Writer in the Investigations Unit […]

Cumberland Advisors Week in Review (April 8, 2019 – April 12, 2019)

Author: Cumberland Advisors, Post Date: April 13, 2019
Week In Review

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 […]

Defending First Amendment Freedoms – Part 2

Author: David R. Kotok, Post Date: April 9, 2019
Cumberland Advisors Market Commentary by David Kotok

Dear Readers, I got praise and punishment on “Defending First Amendment Freedoms” part 1. As expected, the deep and intense political division in our nation showed itself again. And there was the usual “blowback” about my writing about something more than just market analysis. For those critics who are money-only focused, I’ll start this piece […]

International Stocks Off to a Strong Start in Q2 Despite a Heavy Fog of Uncertainty

Author: William Witherell, Ph.D., Post Date: April 8, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

Global stock markets are continuing to advance following one of the best first-quarter performances in years, with the global iShares MSCI ACWI ETF, ACWI, gaining 14.9% year-to-date April 5th. That increase includes strong advances in US stocks. Excluding the US market, the gains in international stock markets have also been impressive. The iShares MSCI ACWI […]

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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.
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