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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  • Don’t Fight the Fed
     Author(s): Robert Eisenbeis, Ph.D. | Wed August 24, 2022

    Don’t Fight the Fed


    The rally in financial markets the past few weeks was rooted in the widely publicized beliefs that inflation had peaked and that the Fed would, in response, start cutting rates next year as inflation declined.


  • Ukraine 5
     Author(s): David R. Kotok | Mon August 22, 2022

    The fifth program in the Ukraine: What’s Next? series


    The fifth program in the Ukraine: What’s Next? series was held at USF Sarasota-Manatee on Wednesday, June 8, 2022. Part 5, focused on disinformation, is titled “Hearts and Minds.”  


  • Fishing With Mayor Francis Suarez
     Author(s): David R. Kotok | Sun August 21, 2022

    Fishing With Mayor Francis Suarez


    Dear Readers, have you wondered what it is like to be the mayor of an international gateway city in these unusual and politically fraught times? Francis Suarez, the Mayor of Miami, was my special guest at Leen’s Lodge in Maine. He agreed to a short interview with me at lunch on Long Lake near…


  • Cumberland Advisors Week in Review July 25, 2022 - July 29, 2022
     Author(s): Cumberland Advisors | Sat July 30, 2022

    Cumberland Advisors Week in Review



  • Grain & Ukraine: Guest Commentary from Teucrium
     Author(s): David R. Kotok | Thu July 28, 2022

    Cumberland Advisors Market Commentary - Grain & Ukraine- Guest Commentary from Teucrium (Kotok)


    We thank Jake Hanley and his company colleagues at Teucrium for permission to share this excellent commentary with our readers. Teucrium (https://teucrium.com) is in the ETF business and specializes in grains.


  • Dashu & Markets
     Author(s): David R. Kotok | Wed July 27, 2022

    v6


    “The traditional Chinese calendar divides a year into 24 solar terms.[1] Dàshǔ (大暑), Taisho, Daeseo, or Đại thử (Chinese and Japanese:


  • Q2 2022 Credit: How the World Changes
     Author(s): Patricia M. Healy, CFA | Tue July 26, 2022

    Patricia-Healy-Q2-2022-Municipal-Credit-Commentary-–-How the World Changes


    The pandemic, the war in Ukraine, and pressures and challenges arising from response to those shocks include shutdowns, substantial stimulus, an accommodative Fed, an uptick in virtual work and shopping, supply chain disruptions, relocations, social concerns such as rent affordability, hiring…


  • The FOMC Meeting
     Author(s): Robert Eisenbeis, Ph.D. | Mon July 25, 2022

    Cumberland Advisors Market Commentary - The FOMC Meeting (July 2022) by Robert Eisenbeis, Ph.D


    On the heels of a surprise 50-basis-point increase in the ECB’s target rate — despite evidence of a slowing of economic activity — the FOMC will likely make good on another 75-basis-point increase in its target federal funds range.


  • Credit Spreads & Oil Price
     Author(s): David R. Kotok | Tue July 19, 2022

    Cumberland Advisors Market Commentary - Credit Spreads & Oil Price by David R. Kotok


    We think the oil/energy price spike from Putin’s war may be plateauing. Here’s why.


  • A Conversation: Hotez, Bottazzi & Me
     Author(s): David R. Kotok | Sun July 17, 2022

    A Conversation: Hotez, Bottazzi & Me


    On Thursday, May 19, 2022, the Global Interdependence Center and the Solve Long Covid Initiative offered a one-day conference, “Long Covid: Research, Policy and Economic Impact” (


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch