Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

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  • Inflection Point?
     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…


  • Cumberland Advisors Week in Review (July 29, 2019 - Aug 02, 2019)
     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…


  • Cumberland Advisors Guest Commentary -  Trump, Trade, Taxes, Troubles.
     Author(s): David R. Kotok & Robert Brusca, Ph.D. | Sat August 3, 2019




  • To Pass or Not to Pass (Part 3)
     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.


  • Markets During Apollo 11
     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.


  • To Pass or Not to Pass? (Part 2)
     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.


  • Draghi Signals “You Go First” to the Fed While Johnson Threatens
     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.


  • Cumberland Advisors Guest Commentary - The Quill, The Feather & DiMartino Booth on Housing
     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.


  • Libra and Other Cryptocurrencies
     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.


  • The People Have Spoken
     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…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch