Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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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  • February CPI
     Author(s): David W. Berson, Ph.D., CBE |

    February CPI


     

    Cooler than expected inflation for February.

    The Consumer Price Index (CPI) for February rose by 0.2 percent (expectations of 0.3 percent and 0.5 percent last month), while the core CPI (excluding the volatile food and energy components) also climbed by 0.2 percent for the…


  • Zika, Polio, Covid Responses
     Author(s): David R. Kotok |



    A number of readers responded to our March 24, 2022, commentary, “Zika, Polio, Covid!” (https://www.cumber.com/market-commentary/zika-polio-covid). We appreciate readers’ thoughtful responses and thank all who chose to reply. We’ve included selected notes below:

     


  • 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 |



     


  • Cuba Series, Part 4: Helms–Burton & Readers Respond
     Author(s): David R. Kotok |



    We thank readers for their many comments about our Cuba series. The three prior parts and today's addition are available here:   


  • 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…


  • "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


  • 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.


 

 

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Plutarch