Market Commentary

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Cumberland Advisors Market Commentary – The Fed and Markets

Author: Robert Eisenbeis, Ph.D., Post Date: April 28, 2020
Federal Reserve Building

Congress and the Trump administration have embarked upon a massive federal stimulus program to mitigate the impact of the coronavirus on the US economy. At the same time, the Federal Reserve has stepped up to bolster financial markets, having announced, in addition to its ongoing support of the repo market, a series of ten loan […]

Cumberland Advisors Guest Commentary – Take a Deep Breath

Author: David R. Kotok, Post Date: April 26, 2020
Guest Commentary - Cumberland Advisors - Take a Deep Breath

Philippa Dunne and Doug Henwood provide a terrific daily research service, TLR Analytics, that focuses mostly on the component details of the American labor force. They report high-frequency information and offer dissection of details. In times like the present, these “nuggets” are helpful for investment decisions and for economic impact assessment. I read their work […]

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

Author: Cumberland Advisors, Post Date: April 25, 2020
Cumberland-Advisors-Market-Update-20200424

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 – The UK Economy Falls Off the Cliff; Brexit Negotiations Resume

Author: William Witherell, Ph.D., Post Date: April 24, 2020
Market Commentary - Cumberland Advisors - The UK Economy Falls Off the Cliff; Brexit Negotiations Resume

The economic situation in the UK has worsened dramatically in just the month and a half since our March 4th commentary on the subject. Last week, the Bank of England’s (BOE) governor, Andrew Bailey, told journalists that he did not disagree with the Office for Budget Responsibility’s forecast of a 35% decline in the UK’s […]

Cumberland Advisors Market Commentary – McConnell as Meredith Whitney

Author: John R. Mousseau, CFA, Post Date: April 23, 2020
Market Commentary - Cumberland Advisors -McConnell as Meredith Whitney (Mousseau)

Senate Majority Leader McConnell yesterday was reported by Bloomberg News as saying that he “would certainly be in favor of allowing states to use the bankruptcy route” rather than giving them a Federal bailout. This reminded us of 2010 when Meredith Whitney, a noted bank analyst, predicted that there would be hundreds of billions of […]

Cumberland Advisors Market Commentary – About Masks – (Plus a personal note)

Author: David R. Kotok, Post Date: April 22, 2020
David Kotok - About Masks

Straight Talk on Masks from Anthony Fauci In a widely shared YouTube interview with Lilly Singh, Anthony Fauci, head of the National Institute of Allergy and Infectious Diseases (NIAID) and a member of the White House coronavirus task force, explained the rationale for wearing face masks. He also explained why the CDC didn’t initially suggest […]

Cumberland Advisors Market Commentary – COVID – 19: Health Recovery and Economic Recovery Go Hand in Hand

Author: Peter A. Gold, Esquire & Jeffrey P. Gold, MD, Post Date: April 20, 2020
COVID - 19: Health Recovery and Economic Recovery Go Hand in Hand

There is a lot of competing information in circulation relating to the current coronavirus pandemic and there is now a rush to offer opinion on how to best reopen economies and communities in a safe manner. It is our honor and privilege to introduce you to the following authors who also happen to be brothers. […]

Cumberland Advisors Market Commentary – Sturm und Drang & Beethoven’s Pastoral

Author: David R. Kotok, Post Date: April 19, 2020
Sturm und Drang & Beethoven’s Pastoral

Surprisingly, the German term Sturm und Drang originated with the American Revolution in 1776. The term first appeared as the title of a play by Friedrich Maximilian Klinger. The setting of the play is the unfolding American Revolution, in which, says Wikipedia, “the author gives violent expression to difficult emotions and extols individuality and subjectivity […]

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

Author: Cumberland Advisors, Post Date: April 18, 2020
Cumberland-Advisors-Week-In-Review-Update-Mar-13-2020-Matt

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 – Narrow Banks

Author: Robert Eisenbeis, Ph.D., Post Date: April 17, 2020
Narrow Banks

In a move largely overlooked due to the virus pandemic, on March 25, Judge Andrew L. Carter, Jr., of the United States District Court for the Southern District of New York dismissed a case filed by principals of The Narrow Bank (TNB) against the Federal Reserve Bank of New York (https://www.tnbusa.com/wp-content/uploads/2020/03/2020.03.25-TNB-Order.pdf). What is The Narrow […]

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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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