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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  • Q1 2019 Credit Commentary
     Author(s): Patricia Healy, CFA | Sat May 4, 2019



    A positive tone continues for the credit quality of municipal bonds, and municipal performance has been strong as a result of low supply, high demand, and lower rates. (See John Mousseau’s “http://www.cumber.com/1q2019-review-tax-free-municipal-bond-a-shining-first-quarter-for-munis/.”)


  • Cumberland Advisors Week in Review (April 29, 2019 - May 03, 2019)
     Author(s): Cumberland Advisors | Sat May 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…


  • Fed Appointees
     Author(s): David R. Kotok | Thu May 2, 2019



    “If the Fed had done its job properly, which it has not, the Stock Market would have been up 5000 to 10,000 additional points, and GDP would have been well over 4% instead of 3%...with almost no inflation. Quantitative tightening was a killer, should have done the exact opposite!” – President…


  • Deficit About to Worsen
     Author(s): David R. Kotok | Wed May 1, 2019



    The Bloomberg Close ended its April 22 daily report with the following:


  • US-Canada Economics: An Interview with Susan Harper, Consul General
     Author(s): David R. Kotok | Fri April 26, 2019



    Financial Markets and the Economy - Financial Literacy Day III, the conference that Cumberland sponsored at the University of South Florida Sarasota-Manatee (USFSM) on April 11, featured a conversation between myself and Susan Harper, Canada’s Consul General in Miami.


  • Cumberland Advisors Week in Review (April 15, 2019 - April 18, 2019)
     Author(s): Cumberland Advisors | Tue April 23, 2019




  • Defending First Amendment Freedoms - Part 3
     Author(s): | Thu April 18, 2019



    Defending First Amendment Freedoms, Part 3

    Gretchen Morgenson delivered the keynote address, titled “Why Financial Literacy Depends on Press Freedom,” at Financial Markets and the Economy - Financial Literacy Day III, the annual major conference that Cumberland sponsors at the University…


  • Cumberland Advisors Week in Review (April 8, 2019 - April 12, 2019)
     Author(s): Cumberland Advisors | Sun April 14, 2019




  • Defending First Amendment Freedoms - Part 2
     Author(s): David R. Kotok | Thu April 11, 2019



    Dear Readers,


  • International Stocks Off to a Strong Start in Q2 Despite a Heavy Fog of Uncertainty
     Author(s): William Witherell, Ph.D. | Tue April 9, 2019



    Global stock markets are continuing to advance following one of the best first-quarter performances in years, with the global iShares MSCI ACWI ETF, ACWI, gaining 14.9% year-to-date April 5th.


 

 

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

Plutarch