Market Commentary

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Cumberland Advisors Market Commentary – Fed: Data-driven?

Author: David R. Kotok, Post Date: December 17, 2020
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The chart below was featured in a Bloomberg column by John Authors, published on December 16 (“Fed’s Last Christmas Before Biden Is All About WAM,” https://www.bloomberg.com/opinion/articles/2020-12-16/fed-s-last-christmas-before-biden-is-all-about-wam). Core PCE has emerged as the most important inflation measure, as it is likely to have a stronger influence on the Fed’s policy decisions than other inflation measures. We […]

Cumberland Advisors Market Commentary – The Frog & The Scorpion

Author: David R. Kotok, Post Date: December 13, 2020
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We want to paraphrase and update an ancient parable which originated for us along the banks of the Jordan River, as it flows from the Sea of Galilee to the Dead Sea. The Jordan defines the border between modern-day Israel, Jordan, and Palestinian Authority territory. (For the original parable, see https://en.wikipedia.org/wiki/The_Scorpion_and_the_Frog.) Here’s the modern American version. […]

Cumberland Advisors Week in Review (Dec 07, 2020 – Dec 11, 2020)

Author: Cumberland Advisors, Post Date: December 12, 2020
Cumberland-Advisors-Market-Update-20201211

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 – Siesta, Longboat, COVID, Masks & More

Author: David R. Kotok, Post Date: December 11, 2020
Market Commentary - Cumberland Advisors - Siesta, Longboat, COVID, Masks & More

Sarasota-based, Cumberland champions mask wearing and other COVID-prevention measures. We also champion business.  We believe that Florida’s economics are better served with basic prevention measures in place. We would not lock down everything. We would require basic civic responsibilities, such as mask wearing in a deadly pandemic. The principle is the same as permitting or […]

Cumberland Advisors Market Commentary – Jobs – As Yearend Approaches

Author: Robert Eisenbeis, Ph.D., Post Date: December 7, 2020
Cumberland Advisors Market Commentary - Jobs – As Yearend Approaches (Eisenbeis)

On Friday we got the last look at how the economy is performing, jobs-wise, before the end of the year. On the positive side, the economy did create 245,000 jobs in November, and the unemployment rate edged down to 6.7 percent. We note that critics argue the estimate is too low due to problems within […]

A Twinkle for Sunday

Author: David R. Kotok, Post Date: December 6, 2020
Market Commentary - Cumberland Advisors - A Twinkle for Sunday

“Twinkle, Twinkle, Little Star” existed first as a poem. Written by Jane Taylor and first published in 1806, it was titled simply “The Star.” It was not until 1838 that “Twinkle, Twinkle, Little Star” appeared in print as a song, in a collection called The Singing Master: First Class Tune Book, paired with the tune […]

Cumberland Advisors Week in Review (Nov 30, 2020 – Dec 04, 2020)

Author: Cumberland Advisors, Post Date: December 5, 2020
Cumberland-Advisors-Market-Update-20201204

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 – Interest Rates and Yield Curve Control, Part 4

Author: David R. Kotok, Post Date: December 4, 2020
Market Commentary - Cumberland Advisors - Interest Rates and Yield Curve Control, Part 4

In Part 4 of our series on interest rates and yield curve control, we will examine two charts and two related tables to help explain yield curve control and implications for the Treasurys market. The first three parts are available here: Part 1, https://www.cumber.com/cumberland-advisors-market-commentary-interest-rates-and-yield-curve-control-part-1/ Part 2, https://www.cumber.com/cumberland-advisors-market-commentary-interest-rates-and-yield-curve-control-part-2/ Part 3, https://www.cumber.com/cumberland-advisors-market-commentary-interest-rates-and-yield-curve-control-part-3/. The first chart and table […]

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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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