Market Commentary

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Cumberland Advisors Letter to Clients with respect to COVID-19

Author: Cumberland Advisors, Post Date: March 9, 2020
Market Commentary - Cumberland Advisors - Coronavirus COVID-19 Letter to Clients

To our clients: Cumberland Advisors continues to monitor global as well as local developments with respect to COVID-19 (the illness caused by the new coronavirus), while constantly considering changes that may be required to our operations, processes, and systems to ensure continued support of our clients. We constantly review and update our business continuity and […]

Cumberland Advisors Week in Review (Mar 02, 2020 – Mar 06, 2020)

Author: Cumberland Advisors, Post Date: March 8, 2020
Cumberland-Advisors-Week-in-Review-Mar-06-2020-Video-Thumbnail

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 – Did the Fed Just Waste 50 Basis Points?

Author: Robert Eisenbeis, Ph.D., Post Date: March 6, 2020
Market Commentary - Cumberland Advisors - Did the Fed Just Waste 50 Basis Points?

On Tuesday morning, shortly after the market opened, the Fed did what other central banks concerned about the coronavirus didn’t do, and that was cut its policy rate. Not only did it cut the rate, it did so by 50 basis points, dropping its policy rate to the range of 1%–1.25%. As the chart below […]

Cumberland Advisors Market Commentary – Coronavirus Infects Bond Yields

Author: Tom Patterson & John R. Mousseau, CFA, Post Date: March 5, 2020
Cumberland Advisors - Coronavirus Infects Bond Yields

The turmoil and volatility in the equity markets is also greatly affecting bond markets, with both taxable and tax-free yields shifting down sharply.   You can see the dramatic drop in yields this year, particularly in US Treasury yields, with the very large drop in the past month as the coronavirus outbreak has moved almost […]

Cumberland Advisors Market Commentary – Headwinds Confront UK Economy and Stocks

Author: William Witherell, Ph.D., Post Date: March 4, 2020
Market Commentary - Cumberland Advisors - Headwinds Confront UK Economy and Stocks

UK economic indicators for January looked encouraging. The HIS Markit Composite Purchase Managers Index (PMI), combining measures of manufacturing and service sector activity for the month, rose from 49.3 in December to 53.3, the strongest in 16 months, with a robust increase in new orders. Also, several indicators of business optimism registered sharp increases. Uncertainty […]

Cumberland Advisors Market Commentary – Market’s Virus Swoon, ACE2 & Nankai University?

Author: David R. Kotok, Post Date: March 3, 2020
Market Commentary - Cumberland Advisors - Corona Virus & Markets

We invite thoughts from readers about this somewhat technical commentary. But first, please consider what it means when the narrative is controlled by and censored by politicians whether in China, in United States or elsewhere. For many history students, me included, censorship in America is a really distressing thought when it comes to public health […]

Cumberland Advisors Market Commentary – COVID-19 and Municipal Credit Quality

Author: Patricia Healy, CFA, Post Date: March 2, 2020
Market Commentary - Cumberland Advisors - COVID-19 and Municipal Credit Quality

Until recently it was unclear if the new coronavirus would reach the United states. Now we have 88 reported cases in the US, at least two without a clear connection to travel to China, and as of Sunday night two deaths; so we feel it is time to comment on the ability of US municipalities […]

Cumberland Advisors Week in Review (Feb 24, 2020 – Feb 28, 2020)

Author: Cumberland Advisors, Post Date: February 29, 2020
Cumberland-Advisors-Week-in-Review-Feb-28-2020-Video-Thumbnail

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 – Guest Words from Jay Simkin about China Virus

Author: Jay Simkin & David R. Kotok, Post Date: February 28, 2020
Market Commentary - Cumberland Advisors - Guest Words from Jay Simkin about China Virus

Jay Simkin is a skilled global observer who consults privately on global risks. We have exchanged information for many years. Sometimes we don’t agree, but we always maintain a candid exchange and respect for each other’s work. Jay emailed me his own view on the coronavirus and China, and I asked permission to share his […]

Cumberland Advisors Market Commentary – The Virus & The “Truth”

Author: David R. Kotok, Post Date: February 26, 2020
Market Commentary - Cumberland Advisors - Coronavirus COVID-19 Tribute

Without a vaccine, the best medicine for an epidemic is the truth. Lies and cover-ups make matters worse; we all know it. We recently saw it in Wilmington, North Carolina, where a fake news report of coronavirus cases triggered disruption in the regional medical system. It is hard to catch a perpetrator of an internet […]

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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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