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): Cumberland Advisors | Sun June 23, 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…
Author(s): William Witherell, Ph.D. | Fri June 21, 2019
In the next-to-last week of the second quarter, the factors that have led to high volatility in the global equity markets during the quarter are still present. Foremost among these are the destabilizing effects of rising trade and technology tensions, which are hurting the manufacturing sectors…
Author(s): Leo Chen, Ph.D. | Thu June 20, 2019
The US stock market experienced some rising volatility caused by the tariff war during the second quarter of 2019. While the S&P 500 didn’t drop by double digits in May, the volatility index, VIX, briefly touched above 20 last month. As a general rule of thumb, investors can expect a 10%…
Author(s): David R. Kotok | Wed June 19, 2019
A half century in the investment advisory business is a long time. As the late Jack Benny would say, “It is really tough to do when you are only 39 years old.”
Author(s): Cumberland Advisors | Tue June 18, 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…
Author(s): David R. Kotok | Tue June 18, 2019
Market volatility in Q2 of 2019 was driven by three distinct elements: (1) trade war and tariffs with China, on and off with Mexico, deferred temporarily with Europe, and festering with others; (2) economic indicators like details in the employment report pointing to a slowdown in growth; and (3…
Author(s): David R. Kotok | Fri June 14, 2019
Giacomo Puccini set China as the venue for his famous opera Turandot. Opera buffs will know it well.
Author(s): Robert Eisenbeis, Ph.D. | Thu June 13, 2019
Markets and pundits were hyperventilating this past week over the prospect that the FOMC might cut the fed funds rate at its June or perhaps at its July meeting, driven by concerns that the economy might be slowing, as reflected in the disappointing employment report and the prospects for the…
Author(s): David R. Kotok | Tue June 11, 2019
The bond market is currently a puzzle derived from an enigma influenced by an anomaly. Or is it? Here are some bullets.
Author(s): Cumberland Advisors | Tue June 11, 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…