Insights
Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.
Author(s): Robert Eisenbeis, Ph.D. | Tue December 26, 2023
Markets have reacted strongly to the most recent FOMC decision (to hold the federal funds rate at 5.25–5.5%) and that the Summary of Economic Projections (SEPs) included the likelihood of three rate cuts in 2024. In fact, it could be argued that markets have already priced in those three rate…
Author(s): David R. Kotok | Sun December 24, 2023
I’ve been writing about how the political dysfunction in the House of Representatives has a cost in financial terms. There are some readers who have politically supported the shutdown and debt-ceiling-fight tactics. Those readers allege that there is no cost. Those readers are declared supporters…
Author(s): Cumberland Advisors | Sat December 23, 2023
Author(s): David R. Kotok | Fri December 22, 2023
The yearend 2023 outlook starts with a Federal Reserve on hold. The financial markets have witnessed a dramatic “pivot” in policy. The outlook for interest rates went from “higher for longer” to “high for a while” to an expectation of rate cuts in 2024.
Author(s): David R. Kotok | Tue December 19, 2023
Author(s): David R. Kotok | Sun December 17, 2023
We received many responses to our Dec. 10 commentary, “Florida Insurance?
Author(s): Cumberland Advisors | Sat December 16, 2023
Author(s): John R. Mousseau, CFA | Fri December 15, 2023
Author(s): Robert Eisenbeis, Ph.D. | Thu December 14, 2023
The FOMC began its December 12–13 meeting with some good news on both the labor front and on inflation. On top of that, the participants went into the meeting knowing that the economy entered the fourth quarter having grown 5.2% in the third quarter.
Author(s): David R. Kotok | Wed December 13, 2023
Foreign currency exchange rates against the dollar are becoming an increasingly volatile sector as the Fed goes from “higher for longer” to “high for some time” to “we’re not sure what the Fed will do.” Results: Differences in anticipated future interest rates among the major currencies are the…