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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  • Cumberland Advisors Week in Review February 06 – February 10, 2023
     Author(s): Cumberland Advisors | Sat February 11, 2023

    Super Bowl Grind - Cumberland Advisors' Week in Review


    Dear Clients & Friends, This Friday, February 10, 2023 Week in Review is Cumberland Advisors’ end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, President, CEO, and…


  • Inverted Yield Curve? Yes, No, Maybe.
     Author(s): David R. Kotok | Tue February 7, 2023

    Inverted Yield Curve? Yes, No, Maybe. by David R. Kotok


    Nearly every talking head on financial TV points to the yield curve as currently being “inverted.” In other words, the short-term interest rate on US Treasury bills is higher than the interest rate on medium-term US Treasury notes. As this commentary is written, the one-year T-bill rate is about…


  • Economic and Financial Markets Review: January 2023
     Author(s): David W. Berson, Ph.D. | Mon February 6, 2023

    Economic and Financial Markets Review: January 2023 by David W. Berson, Ph.D.


    Summary


  • 50 Years & The Price of Eggs
     Author(s): David R. Kotok | Sun February 5, 2023

    50-Years-&-The-Price-of-Eggs-by-David-R.-Kotok


    In his recent press conference, Fed Chair Jerome Powell used the term “disinflation” 12 times. Yahoo Finance called it out as the “Key Word”.


  • Cumberland Advisors Week in Review January 30 - February 03, 2023
     Author(s): Cumberland Advisors | Sat February 4, 2023

    Cumberland-Advisors-Week-In-Review-Market-Update-Video


    Dear Clients & Friends,


  • Eisenbeis on the January 31-February 1, 2023 FOMC Meeting
     Author(s): Robert Eisenbeis, Ph.D. | Fri February 3, 2023

    Eisenbeis on the January 31-February 1, 2023 FOMC Meeting


    As expected, the FOMC raised the target range for the federal funds rate by 25 basis points to 4.5%–4.75%.


  • Ukraine: One Year Later
     Author(s): David R. Kotok | Fri February 3, 2023

    Ukraine - One Year Later with list of Sponsors


    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.


  • Portfolio Update
     Author(s): David R. Kotok | Wed February 1, 2023

    Portfolio Update: US Equity ETF


    Here’s a quick update on the US Equity ETF portfolio.     


  • 50 Years & Cuba
     Author(s): David R. Kotok | Tue January 31, 2023

    Cumberland-Advisors-Market-Commentary-Sunday-50-Years-&-Cuba-by-David-R.-Kotok


    “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.   


  • Cumberland Advisors Week in Review January 23 - January 27, 2023
     Author(s): Cumberland Advisors | Sat January 28, 2023

    Cumberland-Advisors-Week-In-Review-Market-Update-Video-(YouTube-Vimeo)-20230127


    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…


 

 

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