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): David R. Kotok | Fri February 3, 2023
Registration is now open for a special series on the Russo-Ukraine war. The link below will take you to upcoming sessions in February, March, and April.
Author(s): David R. Kotok | Wed February 1, 2023
Here’s a quick update on the US Equity ETF portfolio.
Author(s): David R. Kotok | Tue January 31, 2023
“How was Cuba?” is the question I’ve been asked several times since I returned from the Global Interdependence Center (GIC) delegation’s trip to Cuba January 8–12, 2023.
Author(s): Cumberland Advisors | Sat January 28, 2023
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 may include older commentaries that our editors have determined may be…
Author(s): Robert Eisenbeis, Ph.D. | Fri January 27, 2023
The evidence indicates that the Fed’s rate hikes are having the desired effects. Not only is the economy slowing gradually, having declined from an annualized increase of 3.2% in Q3 2022 to 2.9% in Q4 2022, but inflation as measured by the PCE has also declined from 5.5% year-over- year in…
Author(s): William H. Witherell, Ph.D. | Fri January 27, 2023
International institutions, including the International Monetary Fund, the World Bank, and the OECD, have all warned of a downturn in the global economy commencing in the fourth quarter of last year and continuing in the early months of 2023.
Author(s): John R. Mousseau, CFA | Thu January 26, 2023
This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into 2023. We are coming off a rough 2022, one of the rare years with double digit declines in stocks as well as fairly negative returns in bonds.
Author(s): David R. Kotok | Sun January 22, 2023
During 50 years of Cumberland’s history, we have observed many types of inflation cycles and witnessed various responses by the Federal Reserve and the federal government. We’ve seen attempts at “jawboning.” Those didn’t work. Cheerleading — the WIN button (Whip Inflation Now). That didn’t work…
Author(s): Cumberland Advisors | Sat January 21, 2023
The Cumberland Advisors Week in Review
Author(s): David R. Kotok | Thu January 19, 2023
Last year’s Russian invasion of Ukraine triggered a quickly organized and virtual conference series titled Ukraine: What’s Next? In 2023, we’ve had time to organize an extraordinary lineup for a four-part blockbuster series of presentations offered worldwide virtually and in-person in…