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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  • Financial Literacy & Predatory Lending
     Author(s): David R. Kotok | Fri November 8, 2019



    The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming


  • Farmers & Credit Issues
     Author(s): David R. Kotok | Wed November 6, 2019



    While Washington (politics and baseball) dominates the headlines, the American farmer continues to be bludgeoned by the Peter Navarro-designed and Donald Trump-approved trade war. The last two years have seen a significant erosion in US agricultural exports, and farmers have been badly hurt.


  • Cumberland Advisors Week in Review (Oct 28, 2019 - Nov 01, 2019)
     Author(s): Cumberland Advisors | Sun November 3, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • What the FOMC Said
     Author(s): Robert Eisenbeis, Ph.D. | Sat November 2, 2019



    Following the FOMC’s announcement of its third consecutive rate cut after its meeting this week, speculation immediately broke out among market participants about whether additional cuts or even rate increases might be on the horizon going into 2020. However, such speculation is probably more…


  • Fire and Water
     Author(s): Patricia Healy, CFA | Sat November 2, 2019



    The fires engulfing parts of California are feared to become the nation’s worst fire disaster, possibly surpassing 2017 and 2018 fire events. Spurred on by wind gusts of up to 80 mph, this disaster harkens back to Superstorm Sandy, which occurred seven years ago, in October 2012.


  • Markets & The Deficit
     Author(s): David R. Kotok | Thu October 31, 2019



    The latest federal deficit numbers show the Trump budget implementation running about $1 trillion annualized. Here’s the link to a PDF that contains details and projections by the Congressional Budget Office: https://www.cbo.gov/system/files?file=2019-01/54918-Outlook-AppendixC.pdf.


  • Taxing Wealth Series
     Author(s): Cumberland Advisors | Mon October 28, 2019



    Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you'll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses.…


  • Cumberland Advisors Week in Review (Oct 21, 2019 - Oct 25, 2019)
     Author(s): Cumberland Advisors | Sun October 27, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • The Kiplinger Tax Map: Guide to State Income Taxes, State Sales Taxes, Gas Taxes, Sin Taxes
     Author(s): David R. Kotok | Sat October 26, 2019



    We’re again returning to the complex subject of wealth taxation. Why? A number of readers have asked us for further details about it.


  • Q3 2019 Municipal Credit: Bond Market Dynamics, Natural Disasters, Green Bonds, State Rating Changes, & an Update on Single Ratings
     Author(s): Patricia Healy, CFA | Fri October 25, 2019



    Municipal bond credit quality remains relatively strong, as indications are still that upgrades are outpacing downgrades. S&P and Moody’s have both recently issued comments that corporate credit quality is weakening.


 

 

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

Plutarch