Tag Archives: William Witherell

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Too Many Uncertainties

Author: , Post Date: June 21, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Excerpt from Barron’s Too Many Uncertainties 06/21/2019 By Paul Farrell Barron’s writer, Paul Farrell, assembles a collection of outtakes for his piece titled, “Too Many Uncertainties.” Destabilizing Second-Quarter 2019 Review by William Witherell, Ph.D. of Cumberland Advisors June 20: The factors that have led to high volatility in the global equity markets during the quarter […]

Cumberland Advisors Market Commentary – 2Q 2019 Review: International Equity ETF

Author: William Witherell, Ph.D., Post Date: June 20, 2019
Market Commentary - Cumberland Advisors - Review: International Equity ETF

In the next-to-last week of the second quarter, the factors that have led to high volatility in the global equity markets during the quarter are still present. Foremost among these are the destabilizing effects of rising trade and technology tensions, which are hurting the manufacturing sectors in many countries, disrupting global value chains, and weighing […]

EU Election: Negative But Could Have Been Worse

Author: William Witherell, Ph.D., Post Date: June 3, 2019
Market Commentary - Cumberland Advisors - EUROPE MAP

The results of the European Union’s Parliamentary elections, held the last weekend in May, were welcomed by investors as being not as bad as many had feared. A broad populist and nationalist anti-EU surge, which had looked possible, was avoided. Pro-EU lawmakers will continue to be in a clear majority, aided by gains by green […]

Finally, Some Positive Trade News

Author: William Witherell, Ph.D., Post Date: May 21, 2019
Market Commentary - Cumberland Advisors - Global Trade

Toward the end of a week during which global markets were pummeled by a sudden worsening in the prospects for a trade agreement between China and the US, President Trump announced two positive developments in US trade relations with our allies. The first was a decision to defer for six months a scheduled imposition of […]

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 […]