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 November 26, 2019
Negative-interest-rate policies (NIRP) have been criticized by some (me included) and pursued by others, including Europeans aligned with former European Central Bank (ECB) president Mario Draghi. However, growing numbers of Europeans are becoming disenchanted with NIRP, and some are…
Author(s): Cumberland Advisors | Sun November 24, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): John R. Mousseau, CFA | Thu November 21, 2019
In the past few weeks Senator Elizabeth Warren has risen to be neck and neck with Joe Biden in most of the national polls for the Democratic nomination. In some of the electronic betting polls, though, Warren is ahead of Biden by 5–6 points, depending on the day.
Author(s): Robert Eisenbeis, Ph.D. | Wed November 20, 2019
Public attention this past week was riveted on the impeachment testimony before the House Intelligence Committee, which totally overshadowed Chairman Powell’s semiannual report and two days of testimony to Congress on monetary policy.
Author(s): David R. Kotok | Tue November 19, 2019
The United States has gotten itself into a trade war negotiations mess. (See "How Trump’s Trade War Went From Method to Madness," https://www.bloomberg.com/news/features/2019-11-14/how-trump-s-trade-war-went-from-method-to-madness.)
Author(s): Cumberland Advisors | Sun November 17, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri November 15, 2019
We thank the many readers who responded positively to our recent report on Brazil and deforestation in the Amazon. For a researcher and a writer, it is affirming to get some positive feedback.
Author(s): David R. Kotok | Wed November 13, 2019
Climate change is real. For the sake of our children and grandchildren, we must be talking about it seriously and thoughtfully.
Author(s): Cumberland Advisors | Sun November 10, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): William Witherell, Ph.D. | Sat November 9, 2019
The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from their current low levels if needed to maintain progress towards the 2% inflation objective.