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): William H. Witherell, Ph.D. | Thu June 30, 2022
Global equity markets outside of the United States are completing a second negative quarter, with the MSCI ACWI ex US IMI Index down 11.33% in the three months through June 24. For the year to date this index is down 18.04%, which is short of the bear market definition of a decline of more than…
Author(s): John R. Mousseau, CFA | Wed June 29, 2022
Another Bad Quarter for Bonds — some of the usual suspects to blame but some hope going forward. The second quarter of 2022 was another brutal one for fixed-income instruments, with yields rising across the board.
Author(s): David R. Kotok | Sun June 26, 2022
This Sunday we provide a link to the U.S. News & World Report rankings of the healthiest counties in America. It makes for interesting reading. We will leave it to readers to evaluate the various states including Florida.
Author(s): David R. Kotok | Fri June 24, 2022
The second quarter (2022) in the American stock market has been one volatile mess. We're going to focus only on the stock market, but we need to remind everybody that volatility struck in many asset classes.
Author(s): William H. Witherell, Ph.D. | Wed June 22, 2022
Russia’s war in Ukraine and Covid-related shutdowns in China have led to both slower growth prospects and higher inflation for the global economy. What was expected to be a continued strong recovery has been transformed in the second quarter to a stalling global economy.
Author(s): Robert Eisenbeis, Ph.D. | Tue June 21, 2022
Chairman Powell made it clear in the FOMC post meeting press conference that the Committee is now frontloading return of its target federal funds rate range to a more “normal” position. The move of 75 basis points was telegraphed ahead of the meeting but still surprised some observers.
Author(s): David R. Kotok | Sun June 19, 2022
We have cited Paul Schulte, founder and editor of Singapore-based Schulte Research, a number of times. Paul has decades of experience in equity research and research on banks, financial technology, bank algorithms, and credit algorithms.
Author(s): David R. Kotok | Thu June 16, 2022
Given all the global central bank tightening, we’re publicly releasing our newly completed 80-page study pamphlet on yield curve control and its effects on global interest rates. The pamphlet includes slides and tables. We discuss why the 2-10 spread indicator is not sufficient for policymaking…
Author(s): David R. Kotok | Mon June 13, 2022
Frank Martins, who is a regional sales director at ValueLine Funds (https://vlfunds.com), sends a regular note with interesting snippets.
Author(s): David R. Kotok | Thu June 9, 2022
A number of readers responded to our Sunday, May 29, commentary, “Investing and Politics Don’t Mix Well” (