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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  • Interview with Barry Ritholtz
     Author(s): David R. Kotok | Fri January 2, 1970



    Barry Ritholtz was kind enough to invite us for a podcast interview for the Bloomberg Radio Masters in Business series. In the first thirty minutes we discuss markets and interest rates and the Fed. There is also conversation about the work of the Global Interdependence Center.

    An…


  • Cumberland Advisors Week in Review (Nov 04, 2019 - Nov 08, 2019)
     Author(s): Cumberland Advisors | Fri January 2, 1970



    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…


  • Monkeypox
     Author(s): David R. Kotok |

    monkeypox-by-david-r.-kotok


    We thank readers for their emails about monkeypox. We have, of course, been keeping an eye on its spread, its characteristics, and its potential for causing disruption. Monkeypox will not be a Covid-style pandemic, if it becomes a pandemic. For starters, Covid spreads by respiratory transmission…


  • ESG Texas Responses
     Author(s): David R. Kotok |



     


  • "Ukraine: What's Next?" - Financial and Economic Impacts
     Author(s): Cumberland Advisors |

    Ukraine- What Next - YouTube Playlist


    "Ukraine: What's Next?" - Financial and Economic Impacts Videos

    Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no…


  • Guest Commentary by Professors D. Blanchflower & A. Bryson
     Author(s): David R. Kotok |

    Guest Commentary by Professors D. Blanchflower & A. Bryson


    fishing buddy and longtime friend, Danny Blanchflower, is Professor of Economics at Dartmouth. His collaborator Alex Bryson is Professor of Quantitative Social Science, Social Research Institute, University College, London. Together these two economists have been looking at the predictive power…


  • ESG Part 3: The Florida Debate
     Author(s): David R. Kotok |

    ESG-Part-3-The-Florida-Debate-by-David-R.-Kotok


    There are many positive analyses demonstrating the importance of ESG. Here is one from the Wharton School, “Making the Business Case for ESG,” https://knowledge.wharton.upenn.edu/article/making-the-business-case-for-esg/

     

    Image…
  • Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)
     Author(s): Cumberland Advisors |



    Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)

    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…


  • Stocks Over(under)valued Point Counterpoint
     Author(s): David R. Kotok |



    US Stock Market: Point and Counterpoint

    Today we want to take a point and counterpoint…


  • Long Covid, The Fed, Labor (shortage) Day
     Author(s): David R. Kotok |



    The impact of Long Covid on the labor force is sinking in for many of the doubters. Here’s the latest report from Brookings: “New data shows Long Covid is keeping as many as 4 million people out of work,” https://www.brookings.edu/research/new-data-shows-long-covid-is-keeping-as-many-as-4-…


 

 

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Plutarch