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 | Sun August 21, 2022
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…
Author(s): Cumberland Advisors | Sat July 30, 2022
Author(s): David R. Kotok | Thu July 28, 2022
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.
Author(s): David R. Kotok | Wed July 27, 2022
“The traditional Chinese calendar divides a year into 24 solar terms.[1] Dàshǔ (大暑), Taisho, Daeseo, or Đại thử (Chinese and Japanese:
Author(s): Patricia M. Healy, CFA | Tue July 26, 2022
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…
Author(s): Robert Eisenbeis, Ph.D. | Mon July 25, 2022
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.
Author(s): David R. Kotok | Tue July 19, 2022
We think the oil/energy price spike from Putin’s war may be plateauing. Here’s why.
Author(s): David R. Kotok | Sun July 17, 2022
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” (
Author(s): Robert Eisenbeis, Ph.D. | Mon July 11, 2022
The next FOMC meeting is scheduled for July 26 & 27. The Committee will be faced with the challenge of assessing whether growth in the second quarter is likely to be negative, triggering the declaration of a recession, or whether growth has persisted.
Author(s): David R. Kotok | Sun July 10, 2022
The fourth program in the Ukraine: What’s Next? series, held at USF Sarasota-Manatee on May 24, 2022, focused on diplomatic and humanitarian aspects of Russia’s war on Ukraine. The program featured seven experts who were able to speak to different dimensions of the crisis, some of them offering…