Market Commentary

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Cumberland Advisors Market Commentary –  Rebekah Jones

Author: David R. Kotok, Post Date: July 26, 2020
Market Commentary - Cumberland Advisors - A Duel Over Data (Or, Three Cheers for Rebekah Jones)

A Duel Over Data (Or, Three Cheers for Rebekah Jones) On April 20, 2020, Dr. Deborah Birx, response coordinator for the White House Coronavirus Task Force, praised the Florida Department of Health website for its useful detail: “The Florida Department of Health’s website is extraordinary, and this is what every department of health should have…. […]

Cumberland Advisors Week in Review (Jul 20, 2020 – Jul 24, 2020)

Author: Cumberland Advisors, Post Date: July 25, 2020
Cumberland-Advisors-Market-Update

This week we’re all practicing some extra social distancing and working from home. Our video production quality isn’t top tier, however we still want to get our market updates out to you. John Mousseau’s Update on the Fixed Income Market – Lower Treasury Yields – Why? Concern over spread of virus in the southern states. […]

Cumberland Advisors Market Commentary –  Inflation coming? Maybe, maybe not?

Author: David R. Kotok, Post Date: July 23, 2020
Market Commentary - Cumberland Advisors - Inflation coming Maybe, maybe not

There are many prescriptions and forecast models for a coming inflation or the lack of it. They range widely. Some forecasts include deflation. Inflation adjusted bonds (like TIPS) are currently priced for very low inflation. Nominal bond markets are saying that little to no inflation is expected. That is why high grade bonds are pricing […]

Cumberland Advisors Market Commentary – The Fed & Nonprofits

Author: David R. Kotok, Post Date: July 21, 2020
Market Commentary - Cumberland Advisors - The Fed & Nonprofits

The extraordinary and massive COVID-19 economic shock has triggered another first-time action by our nation’s central bank. The Fed now has expanded a facility directed at lending to nonprofits. Among those nonprofits targeted are “educational institutions, hospitals, and social service organizations.” Here’s the link to the July 17 press release announcing the modification of the […]

Cumberland Advisors Market Commentary – Chinese Economy: Global Locomotive but Significant Risks

Author: William Witherell, Ph.D., Post Date: July 20, 2020
Market Commentary - Cumberland Advisors - Chinese Economy Global Locomotive but Significant Risks

China’s economy, the second largest in the world after that of the United States, is recovering from a sharp slowdown in the first quarter of the year. The first estimate of the annualized second-quarter GDP growth rate is +3.2% versus 2.4% expected, a strong reversal from -6.8% in the first quarter. The advance indicates that […]

Cumberland Advisors Market Commentary – The Room Where It Happened Responses

Author: David R. Kotok, Post Date: July 19, 2020
Market Commentary - Cumberland Advisors - The Room Where It Happened

Last Sunday morning we offered readers “The Room Where It Happened” (https://www.cumber.com/cumberland-advisors-market-commentary-the-room-where-it-happened/). We thank many readers for their kind replies. Here are just a few. Harvey wrote: “All I can say is, patience is a virtue, along with not wanting to spend hundreds to see a play, no matter how well done, when we knew […]

Cumberland Advisors Week in Review (Jul 13, 2020 – Jul 17, 2020)

Author: Cumberland Advisors, Post Date: July 18, 2020
Cumberland-Advisors-Market-Update-20200717

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 – John Mousseau’s Oxford Presentation: Bond Markets Through the Virus

Author: David R. Kotok, Post Date: July 16, 2020
Market Commentary - Cumberland Advisors - John Mousseau's Oxford Presentation Bond Markets Through the Virus

John Mousseau did a live (online) presentation with Oxford University on Monday June 29th about insights on the bond markets, the macroeconomic landscape, and his take on potential career choices for students interested in finance and investing. His presentation topic was: Bond Markets Through the Virus  Analysis of Treasury, Taxable and Municipal Markets Analysis of Fed […]

Cumberland Advisors Market Commentary – COVID-19-Aerosols, Retrofitting & Construction, Stock Market Materials Sector

Author: David R. Kotok, Post Date: July 14, 2020
Market Commentary - Cumberland Advisors - COVID-19-Aerosols, Retrofitting & Construction, Stock Market Materials Sector

You might have noticed that there has been quite a flap lately about the idea that COVID-19 may be transmitted through the air. But isn’t that old news? Haven’t we recognized from the outset that we needed to distance ourselves from one another to minimize airborne spread of the virus? Yes, but we were talking […]

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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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