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): David R. Kotok | Sun July 14, 2024
The news about any shooting attack on any candidate for any American public office, whether a presidential candidate or a local politician, is disturbing and distressing. There isn’t much more to say since readers are already familiar with the known details.The prepared discussion for today is…
Author(s): David R. Kotok | Thu July 11, 2024
We will start with a quote from page 110 of The Coming Wave, a must-read book by Mustafa Suleyman (co-founder of DeepMind and Inflection AI). His book is authored with Michael Bhaskar.
Author(s): David R. Kotok | Sun July 7, 2024
Biden and Trump: They have been and are being observed in real time by Putin, Kim, Xi, Khamenei, et al. Disclosure: as this is written, Cumberland has an overweight position in US defense-aerospace. For details talk with Matt McAleer.
Author(s): Norm Dempsey, MBA | Sat July 6, 2024
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older and/or guest…
Author(s): David W. Berson, Ph.D. | Mon July 1, 2024
The key points you should know:
Author(s): David R. Kotok | Sun June 30, 2024
Peter Boockvar routinely updates the shipping costs being imposed on the world by behaviors of certain bad actors like Putin in Russia and like the Houthis in Yemen. Here’s a recent update, from June 20th. We thank Peter for giving us permission to share the following excerpt from his…
Author(s): Norm Dempsey, MBA | Sat June 29, 2024
Author(s): John R. Mousseau, CFA | Fri June 28, 2024
The bond market in the second quarter was really two stories. The first part of the quarter saw a continual rise in overall yields that started at the beginning of the year. In other words, a reversion of the bond market rally that was the hallmark of the fourth quarter last year. The ten-year…
Author(s): Daniel Himelberger | Wed June 26, 2024
During the second quarter of 2024, the Treasury market experienced heightened volatility as market participants tried to predict when the Federal Reserve would start cutting interest rates. The 10-year Treasury yield fluctuated between a high of 4.705% and a low of 4.222% over the course of the…
Author(s): Robert Eisenbeis, Ph.D. | Tue June 25, 2024
Going into January 2024, the FOMC’s December Summary of Economic Projections (SEPs) had three rate cuts penciled in for 2024, and that projection was confirmed in the March SEPs. In the intervening period between that meeting and the FOMC’s June meeting, a number of developments in terms of…