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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  • UK Voters’ Dilemma: Johnson or Corbyn?
     Author(s): William Witherell, Ph.D. | Thu November 28, 2019



    On December 12th, UK voters will participate in a general election to determine the composition of the next government. The manifestos of both the Conservative Party and the Labor Party contain elements that should concern investors.


  • NIRP, Lagarde, Trump, Dickens & Holidays
     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…


  • Cumberland Advisors Week in Review (Nov 18, 2019 - Nov 22, 2019)
     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.


  • The Warren Hedge
     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.


  • Overshadowed?
     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.


  • Trade War and No Recession
     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.)


  • Cumberland Advisors Week in Review (Nov 11, 2019 - Nov 15, 2019)
     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.


  • Amazon Fires - More Irrefutable Evidence
     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.


  • Rome (Earth) Burns: Guess Who Fiddles?
     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.


  • Cumberland Advisors Week in Review (Nov 04, 2019 - Nov 08, 2019)
     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.


 

 

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

Plutarch