In the spirit of Charles Dickens’ A Christmas Carol, we look not at the ghosts of Christmas, but at the ghosts of recessions in the recent past, the present, and the near future. Past

Readers offered a range of responses to the fifth installment in our ESG series, on Texas anti-ESG policy and its impacts. (See “ESG Part 5: Texas,” https://www.cumber.com/market-commentary/esg-part-5-texas.)

Cumberland Advisors’ Friday, November 25, 2022 Week in Review

The collapse of the cryptocurrency exchange FTX — the third largest of such exchanges — on the heels of significant price declines in the value of many cryptocurrencies (Bitcoin, for example, has lost 70% of its value from its high on November 10, 2021) highlights what many have known for some…

NFIB

“Il Silenzio”   This Sunday we want to follow up the discussion about the euro and our comments about war and Veterans Day. Readers can reference those discussions at the links below:  

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…

“Wild Times”

We recently wrote about the euro and the spread in interest rates between the German and Italian 10-yr government bonds.

“BOJ's buying power faces limits in fight against bond vigilantes: Central bank’s ownership exceeded 100% of instruments issued”