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): Cumberland Advisors | Sun February 2, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): | Sat February 1, 2020
Our strategic, market-oriented view of the impeachment proceedings sets aside the personal views of those in our company. Among our 45 people we are as diverse in our opinions as you would expect. We have Democrats and Republicans, conservatives and liberals, and we have civil discussions among…
Author(s): Robert Eisenbeis, Ph.D. | Wed January 29, 2020
Because of the impeachment hearings, little if any attention has been or is likely to be paid this week to the first FOMC meeting of 2020, on Tuesday and Wednesday. Chair Powell will give his customary press conference, but attention will likely be focused elsewhere, and for good reason. In our…
Author(s): | Sat January 25, 2020
At any given time, there are at least four or five people (and often up to six or seven) working on our ETF trading accounts and strategies. We continually challenge each other as part of our investment process. We debate all points of view, and we freely express differences of opinion. We try…
Author(s): David R. Kotok | Thu January 23, 2020
At Cumberland, we take time to track viral outbreaks for two reasons: (1) Epidemics and pandemics do have market consequences and raise risk, and (2) they can be deadly. SARS, bird flu, Zika, Ebola, and more make the list of outbreaks we have followed closely. In the case of Zika, we wrote a…
Author(s): David R. Kotok | Wed January 22, 2020
In my opinion the speculation about a conspiracy at the St. Louis Fed may be fodder for internet speculation, but it is simply not true. There is coincidence in timing of unrelated announcements. We believe it is pure coincidence.
Author(s): Cumberland Advisors | Sun January 19, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri January 17, 2020
My friend and fishing buddy David “Rosie” Rosenberg has launched his own eponymous economic consultancy. Here’s his website link: https://www.rosenbergresearch.com.
Author(s): | Thu January 16, 2020
For the people of Puerto Rico, natural disasters have become all too commonplace. Two years ago there was Hurricane Maria, which claimed thousands of lives and caused billions in damages.
Author(s): Robert Eisenbeis, Ph.D. | Wed January 15, 2020
Beginning in 2018, in a long sequence of actions, the US enacted tariffs on goods from a number of countries besides just China. In some cases the affected countries responded with their own retaliatory tariffs on US products.