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 | Tue November 22, 2022
NFIB
Author(s): David R. Kotok | Sun November 20, 2022
“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:
Author(s): Cumberland Advisors | Sat November 19, 2022
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): David R. Kotok | Wed November 16, 2022
We recently wrote about the euro and the spread in interest rates between the German and Italian 10-yr government bonds.
Author(s): David R. Kotok | Wed November 16, 2022
“BOJ's buying power faces limits in fight against bond vigilantes: Central bank’s ownership exceeded 100% of instruments issued”
Author(s): David R. Kotok | Wed November 16, 2022
“Wild Times”
Author(s): David W. Berson, Ph.D. | Mon November 14, 2022
The October Consumer Price Index (CPI) rose by 0.4 percent, while the core rate (removing the volatile food and energy components) increased by 0.3 percent. As a result of these moves, the 12-month trend rates moved lower to increases of 7.7 percent for the overall CPI and 6.3 percent for the…
Author(s): David R. Kotok | Sun November 13, 2022
“There is no hunting like the hunting of man, and those who have hunted armed men long enough and liked it, never care for anything else thereafter.” Ernest Hemingway.
Author(s): David R. Kotok | Wed November 9, 2022
As then-chair of the GIC central banking series, I watched the euro from the moment it was born.
Author(s): David R. Kotok | Sun November 6, 2022
The issue of current Texas policy toward ESG investing has ramifications in the financial arena. Texas has decided to punish financial firms that offer views inconsistent with the views of the government in power. So, our ESG question will focus on the governance category (G).