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): Robert Eisenbeis, Ph.D. | Wed December 11, 2024
Going into its last meeting of the year, on December 17th and 18th, the FOMC now has a new jobs report, shown below; and the number of jobs created in November is 227,000, which exceeded expectations. On the downside, the data for September and October were revised up slightly as well. The…
Author(s): David W. Berson, Ph.D. | Wed December 11, 2024
CPI inflation up as expected, with declines having leveled off.
The overall November Consumer Price Index (CPI) rose by 0.3 percent for the month, as did the core CPI (removing the volatile food and energy components). The 12-month trend rate for the overall CPI ticked higher to 2.7…
Author(s): David W. Berson, Ph.D. | Fri December 6, 2024
The weather/strike rebound in jobs as expected.
Author(s): David R. Kotok | Mon December 2, 2024
France, Turmoil, Credit Spreads
The political disruption in France has implications for the euro and for world financial markets. France is the second largest economy in Europe; Germany is first.
Author(s): David W. Berson, Ph.D. | Wed November 27, 2024
The monthly increases for inflation in October as measured by the Personal Consumption Expenditure (PCE) price index came in exactly as the market expected – up by 0.2 percent for the overall index and by 0.3 percent for the core (removing the volatile food and energy components) index. These…
Author(s): Robert Eisenbeis, Ph.D. | Sat November 9, 2024
Author(s): John Mousseau | Fri November 8, 2024
According to pre-election polls, many believed the results would be too close to call. Instead, it resulted in a clear mandate.
Author(s): Robert Eisenbeis, Ph.D. | Mon November 4, 2024
The FOMC this week will go into its meeting with a wealth of new economic data that should be significant for its decision. More specifically, the committee will have the new readings on Q3 real GDP, the September’s jobs situation, and the September PCE and CPI inflation indices. In…
Author(s): David R. Kotok | Wed October 30, 2024
There are many factors which impact interest rates, and the federal deficit and the total federal debt are only two of them.
Author(s): Robert Eisenbeis, Ph.D. | Wed October 23, 2024
In a recent commentary (“The 50-Basis-Point Cut”), I suggested that we would be in for a period of substantial market volatility, and it is likely to continue until the path that the FOMC is going to take becomes more clear.