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): Cumberland Advisors | Sat December 24, 2022
This is Cumberland Advisors’ Friday, December 23, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and John R.
Author(s): David R. Kotok & Guest Author, Brent Donnelly | Wed December 21, 2022
Japan surprised markets. Below is a brilliant analysis by Brent Donnelly, my friend, fellow fisherman and camper, and author of books on currency trading. We read his missives daily and encourage those who do not subscribe to try the service (
Author(s): David R. Kotok | Tue December 20, 2022
The Fed has decided. The political outcomes gain temporary clarity (not all, but most). 2022 earnings reports are coming in mid-January (JPM is Jan. 13). So, what happens next?
Author(s): David R. Kotok | Sun December 18, 2022
Part 7 of our ESG series.
Author(s): David R. Kotok | Fri December 16, 2022
This commentary is dedicated to a longtime friend and industry icon, Dennis Gartman. The idea for it started with an email I received from Doug Kass. He recited respectful praise for Dennis, and I fully agree with that sentiment.
Author(s): Robert Eisenbeis, Ph.D. | Thu December 15, 2022
Buoyed by what appears to be a continued moderation in PCE inflation based upon data for November, the FOMC moderated slightly the pace of policy tightening of its target range for the federal funds rate.
Author(s): Patricia M. Healy, CFA | Tue December 13, 2022
The Swiss Re Group, one of the world’s largest reinsurers, reported on December 1 that, this year through November, worldwide disasters, natural and man-made, caused economic damage of $268 billion, of which $122 billion was insured. Note that the damage is more than double the insured…
Author(s): David R. Kotok | Sun December 11, 2022
ESG Part 6: A Conversation on Corporate Governance/ESG at Rowan University
Author(s): Cumberland Advisors | Sat December 10, 2022
Linked below is our Cumberland Advisors’ Friday, December 9, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies.
Author(s): David R. Kotok | Thu December 8, 2022
The debate continues daily over the Fed’s future policy. My expectation is a 50-basis-point hike in a few days and another one early next year. My best guess is still a 5% terminal rate, but evidence may take that number higher. In my opinion, it is doubtful that there will be any near-term data…