Insights
Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.
Author(s): David W. Berson, Ph.D., CBE | Fri February 14, 2025
January retail sales drop sharply.
The advance report for retail sales plummeted by 0.9 percent for January, offset only modestly by upward revisions to prior months. Data on unit sales for light vehicles had already shown a big decline, leading to expectations for…
Author(s): David W. Berson, Ph.D. | Wed February 12, 2025
Hotter than expected CPI to start the year.
The overall Consumer Price Index (CPI) for January rose by a stronger than expected 0.5 percent (0.3 percent expected), while the core CPI (removing the volatile food and energy components) increased by 0.4 percent (0.3 percent…
Author(s): David W. Berson, Ph.D. | Fri February 7, 2025
January employment report -- strong overall despite slower nonfarm payroll gains for the month.
Author(s): Mark J. Myers | Wed February 5, 2025
Dear Clients and Friends,
We are pleased to announce that Cumberland Advisors has moved to new office space at Kane Plaza in Downtown Sarasota to better serve our clients with upgraded amenities, enhanced meeting spaces and an advanced technological infrastructure.
Author(s): David W. Berson, Ph.D. | Fri January 31, 2025
Consumers keep spending, while inflation edges higher.
Personal consumption expenditures (PCE) grew by a strong 0.7 percent in December, easily outstripping income growth of 0.4 percent and indicating that there were no signs of a slowdown in the biggest part of the US economy as the…
Author(s): | Fri January 24, 2025
First and foremost, our hearts go out to all who have been impacted by the California wildfires, whether directly or through the experience of loved ones.
This week, Cumberland made the decision to eliminate our limited exposure to Los Angeles Department of Water and Power (LA DWP)…
Author(s): | Fri January 24, 2025
This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into 2025. It is a particularly important outlook given the fact that we have just gone through a presidential election and have the return of Donald Trump, who is repeating the performance of Glover…
Author(s): David W. Berson, Ph.D. | Fri January 17, 2025
Mixed inflation data for December.
Author(s): Patricia Healy, CFA | Wed January 15, 2025
As it turns out, 2024 was not the year credit trends reversed, as we wondered in our Q1 credit commentary (https://www.cumber.com/market-commentary/q1-2024-credit-commentary-will-be-year-credit-trends-reverse.
Author(s): Patricia Healy, CFA | Sat January 11, 2025
The Los Angeles wildfires that began Jan. 7th are still raging, and containment is low. Winds have slowed some but are expected to increase towards the end of the weekend, and some fear the fires could spread to San Diego County – so this disaster is not yet over.