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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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  • Merkel Matters
     Author(s): Bill Witherell, Ph.D. | Thu November 30, 2017



    German Chancellor Angela Merkel faced a crisis when coalition talks broke down on November 19th. Germany could have endured months of political uncertainty, and it suddenly became possible that Merkel would be forced to resign. The German public and the world awoke to find that the continuation…


  • Fed, Bonds & Interest Rates
     Author(s): David R. Kotok | Tue November 28, 2017



    Ben White had this to say about Fed appointments last week in his Politico “Morning Money” column:

    “FED TALK – Look for the vice chair nomination to come fairly soon. Mohamed El-Erian remains in the mix but could also be a candidate for the New York Fed. John Taylor sounds like a no-go…


  • Chair Yellen Resigns
     Author(s): Robert Eisenbeis, Ph.D. | Sat November 25, 2017



    To no one’s surprise, Chair Yellen has announced her intention to resign effective upon the swearing in of her successor, Jerome Powell. Since Governor Powell’s confirmation hearing is set for November 28 of this year, it is possible for him to be confirmed and sworn in before the January 30–31…


  • Thanksgiving and Mythology
     Author(s): David R. Kotok | Thu November 23, 2017



    Our American mythology of Thanksgiving is imparted to us as schoolchildren, or at least it used to be. The Pilgrims had voyaged to North America on the Mayflower to escape persecution and had been in Plymouth, Massachusetts, less than a year. They were hungry. A cold winter was setting in, and…


  • Key West, Bob Bunting
     Author(s): Cumberland Advisors | Wed November 22, 2017

    Hurricane Irma 2017


     


  • Tech Sector: Bubble or Not?
     Author(s): David R. Kotok | Tue November 21, 2017



    Seventeen and a half years ago, on April 1, 2000, we published a piece entitled “Will the NASDAQ sell-off become a crash?” We have now retrieved that piece from our archives and posted it on our website.


  • Puerto Rico and Recurring Hurricanes
     Author(s): John R. Mousseau, CFA and Alex J. Pollock | Sat November 18, 2017



    Last Monday, November 6th, I was privileged to serve on a panel discussion at the American Enterprise Institute in Washington DC, where the topic was Puerto Rico after Hurricane Maria. The discussion covered a wide range in topics that included the damage to Puerto Rico as well as issues of…


  • Brexit Update – The Irish Roadblock
     Author(s): Bill Witherell, Ph.D. | Thu November 16, 2017



    Significant progress is needed on three “divorce” issues – the future rights of EU citizens in the UK and UK citizens in the EU, the UK’s financial obligations to the EU, and the future border between Northern Ireland and the Republic of Ireland – before the Brexit negotiations can move to the…


  • Tax Reform?
     Author(s): David R. Kotok | Tue November 14, 2017



    “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” – Will Rogers (source: BrainyQuote.com)


  • More on Bitcoin
     Author(s): David R. Kotok | Fri November 10, 2017



    Following up on our recent commentary, and with permission, we continue to quote the excellent work of Nick Colas and Jessica Rabe of DataTrek Research. We encourage readers to give their newly launched service a try. Their website is http://datatrekresearch.com/.

    In this segment, Nick…


 

 

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

Plutarch