Tag Archives: William Witherell

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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 […]

1Q2019 Review: International Equity ETF

Author: William Witherell, Ph.D., Post Date: March 20, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 investment sentiment has occurred despite a moderation in global economic growth, which has eased from an annual pace of 3.8% in 2018 to 3.4% this […]

Hot Reads: 3 Key Bond ETFs For Your Portfolio

Author: , Post Date: March 9, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Hot Reads: 3 Key Bond ETFs For Your Portfolio March 07, 2019 Compiled by ETF.com Staff ETF.com highlights content for their readers in this day’s “Daily Hot Reads.” They are the self-described “leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since […]

Geopolitical Risks in Emerging Market Equity ETFs

Author: William Witherell, Ph.D., Post Date: March 5, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out. Also, unsettling markets were some negative signs about the […]

Considering China

Author: William Witherell, Ph.D., Post Date: February 26, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 evident that both sides need a positive resolution and are willing to compromise. Last year, China’s stock markets experienced their worst year […]

European Growth Concerns Deepen

Author: William Witherell, Ph.D., Post Date: January 28, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

The latest economic 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 growth, and downside risks. The International Monetary Fund (IMF) has lowered its economic projections for the euro area. Political uncertainties in Europe add to the headwinds […]

China Slowdown and Financial Markets

Author: William Witherell, Ph.D., Post Date: January 11, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 deepened in the second half as current indicators surprised on the downside. While many economists cautioned that a major slowdown in China was […]

The Global Economy Moderation & International Equity Markets

Author: William Witherell, Ph.D., Post Date: December 18, 2018
Market Commentary - Cumberland Advisors - The Global Economy Moderation and International Equity Markets

As 2018 draws to a close, economic growth in almost all economies, including that of the US, is moderating but is still expansionary and in most cases remains above long-term trends.   For the year 2018 as a whole, global growth looks likely to be the same as for 2017, 3.7%, with advanced economies advancing […]

Eurozone Equity Markets Face Political Headwinds

Author: William Witherell, Ph.D., Post Date: November 30, 2018
Market Commentary - Cumberland Advisors - Eurozone Equity Markets Face Political Headwinds

Eurozone equity markets have had a difficult year thus far, losing some 13.2% as of November 28, as measured by the iShares MSCI Eurozone ETF, EZU. While a slowing economy and a 6% weakening of the euro offer a partial explanation of the US-dollar return from these markets, a number of political uncertainties appear to […]

A messy Brexit is the last thing Wall Street needs

Author: , Post Date: November 18, 2018
Cumberland Advisors William Bill Witherell Ph.D.

A messy Brexit is the last thing Wall Street needs By Matt Egan and Jordan Valinsky, CNN Business Sunday, November 18th 2018, 2:32 AM HST The odds of a messy Brexit, where Britain leaves the European Union without a transition deal, have increased significantly. Such an outcome would be destabilizing and create enormous uncertainty. And […]