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 is always welcome.
CUMBERLAND ADVISORS' WEEKLY RECAP
As part of Cumberland Advisors' continuous effort to maintain strong customer relationships, we offer this week's short video discussing current market conditions and how we are positioning portfolios.
Watch this week's update in the player above or at this link: https://youtu.be/MzdtUytWcos
Thank you for joining us at Cumberland Advisors. Be safe.
-Matt McAleer
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Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013.
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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.
To read current and past commentaries, visit www.cumber.com/category/market-commentary/
Cumberland Advisors Market Commentary – Why States Are Not Going to Default from the Coronavirus Fallout
Author: Patricia Healy, CFA, Post Date: March 27, 2020
In our opinion this is a short-term shock, although it will likely change some behaviors for the long term that will need to be monitored. The initial concern is liquidity, not just in the bond market but also at the state level, where tax payment dates have been extended and economically sensitive revenues such as [Continued…]
Cumberland Advisors Market Commentary – The Muni Meltdown Timeline (and the Opportunity It Presents)
Author: John R. Mousseau, CFA, Post Date: March 26, 2020 
The Municipal Bond Market has suffered one of the most dramatic back-offs it has ever seen; and it was accomplished in about nine business days. The rise in yields has been dramatic and fierce and had lots of elements to it. This is a quick synopsis of some of the muni meltdown. As of Monday [Continued…]
Fed Outstanding Repo Transactions March 2020
Author: Robert Eisenbeis, Ph.D., Post Date: March 27, 2020
Fed Outstanding Repo Transactions March 3 – March 27 Today, not only was the daily repo proposal very small, but also there were no proposals for the potential $500 Billion 84 day repos. (Chart Link)
Cumberland Advisors Market Commentary – Antibodies-COVID-19 | Krammer Laboratory
Author: David R. Kotok, Post Date: March 24, 2020
An Antibodies Test: A Vital Weapon in the Fight Against COVID-19. While the US continues to struggle without enough diagnostic tests for COVID-19, the quest continues for a different holy grail, a test to tell us who has already been exposed to the virus and now has some immunity. The exciting news on the serologic [Continued…]
Cumberland Advisors Market Commentary – The CDC Foundation
Author: David R. Kotok, Post Date: March 23, 2020
Dear readers. The CDC Foundation is not widely known. It’s a 501(c)3 that was created by Congress as a special charitable agency. The Foundation works right alongside the CDC and other national health agencies but is an independent charity. It has a special-purpose charter. Its purpose is to respond rapidly to threats like COVID-19 or [Continued…]
Cumberland Advisors Market Commentary – International Stock Markets, First Quarter, 2020
Author: William Witherell, Ph.D., Post Date: March 23, 2020
International stock markets, like the US market, started the year on an optimistic note. The global slump in manufacturing appeared to be bottoming, and trade relations were easing. The first quarter is ending, however, with global equities experiencing dramatic losses and volatility surging across all market classes. As this is written (March 20), stocks in [Continued…]
Cumberland Advisors Guest Commentary – Is There A COVID-19 Signal in Climate Data & Is It Potential Good News for Florida?
Author: Bob Bunting, Post Date: March 20, 2020
Our colleague Bob Bunting, meteorologist, professor, and former executive at both the National Oceanic and Atmospheric Administration (NOAA) and the National Center for Atmospheric Research (NCAR), is CEO of the Climate Adaptation Center (CAC) here in Sarasota, Florida. Bob has contributed several guest commentaries to Cumberland in recent years, including “It’s Hot and Getting Hotter [Continued…]
No lectern, no PowerPoint. The China Panel is public and in the public domain. The press and public are free to use the video footage and quote the speakers across social media and elsewhere.
The August 2019 China panel held at Camp Kotok packed an extraordinary amount of valuable information into a half hour and is well worth the time you’ll spend to view it: https://youtu.be/Sff0AGPrIJQ
This Camp Kotok talk session features panelists Michael Drury (Chief Economist for McVean Trading & Investments, LLC.), Jonathan D. T. Ward (Founder of Atlas Organization), & Leland Miller (CEO China Beige Book), all offering their take on U.S.-China relations. The panel and audience Q&A are guided by moderator, Lisa McIntire Shaw. <More...>
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Cumberland Advisors Market Commentaries offer 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.
