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): 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…
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.
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.…
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.
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.
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.
Author(s): William Witherell, Ph.D. | Tue October 22, 2019
The exceptional Saturday session of the United Kingdom’s Parliament, the first in 37 years, was expected to produce a decisive yes or no vote on the new Brexit deal Prime Minister Boris Johnson had negotiated with the European Union (EU).
Author(s): David R. Kotok | Sun October 20, 2019
Here is an updated report from Al Jazeera on the Turkey ceasefire and related developments. While it reflects network leanings, they are much different from the CNN-Fox distortions, and more facts may often be gleaned.
Author(s): Cumberland Advisors | Sun October 20, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Thu October 17, 2019
On Tuesday, Oct.