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 R. Kotok | Tue August 6, 2019
I’ve known Tom Kean, former governor of New Jersey and co-chair of the 911 Commission, for 40 years, and served in several positions in his administration when he was governor. He represents the greatness of the Republican Party, which has produced folks like him and his father Bob Kean and…
Author(s): | Sun August 4, 2019
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…
Author(s): David R. Kotok & Robert Brusca, Ph.D. | Sat August 3, 2019
Author(s): Robert Eisenbeis, Ph.D. | Fri August 2, 2019
The FOMC decided to throw a pass by cutting rates; but given the market’s response, it looks like they were tackled for a loss. In Woody Hayes’ parlance, the one positive of a forward pass turned into a negative.
Author(s): John R. Mousseau, CFA | Fri August 2, 2019
This past week we celebrated the 50th anniversary of the Apollo 11 moon landing. Remarkably, only 1/3 of Americans today were alive when that happened.
Author(s): Robert Eisenbeis, Ph.D. | Wed July 31, 2019
In our previous discussion of the three options facing the FOMC – raise the funds-rate target, hold the rate steady, or cut the target rate – we argued that there were risks and potentially negative consequences associated with each.
Author(s): William Witherell, Ph.D. | Tue July 30, 2019
The European Central Bank (ECB) did not reduce key interest rates at its July meeting ending last week, contrary to the expectations of some observers. This decision leaves the US central bank, the Federal Reserve, to take the lead with a widely forecast rate cut at its meeting this week.
Author(s): David R. Kotok & Danielle DiMartino Booth | Tue July 30, 2019
My friend and Camp Kotok fishing-person Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence, a research and analytics firm that is celebrating the one-year anniversary of launching its publication The Daily Feather and the four-year anniversary of The Weekly Quill.
Author(s): Robert Eisenbeis, Ph.D. | Fri July 26, 2019
Congressional hearings this past week were the first of what are likely to be a number of investigations into Facebook’s proposed Libra cryptocurrency and associated Calibra wallet.
Author(s): Shaun Burgess | Fri July 26, 2019
There comes a breaking point for everything, a moment, an “Arab spring,” when people governed by the callous and corrupt stand up and say enough. For the citizens of Puerto Rico that moment came after the indictment of two former island officials on corruption charges and the release of a…