Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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.

SUBSCRIBE TO MARKET COMMENTARY
  • Covid & Long Covid Update
     Author(s): David R. Kotok | Fri April 8, 2022

    cumberland_advisors_market_commentary_-_covid_long_covid_update_by_david_r._kotok


    Dr. Greg Kelly is a practicing pediatric epidemiology expert with frontline experience. He assembled the following instructive Covid thread on Twitter and offered it publicly to the world. In it he explores six beliefs about Covid that time and the virus have proven to be wrong.


  • Understating the Quit Rate
     Author(s): David R. Kotok | Thu April 7, 2022

    cumberland_advisors_guest_commentary_-_the_quit_rate_by_tlr_wire_kotok


    Understanding the “quit rate” is key to assessing the labor force changes going on in the United States. We thank Philippa Dunne and Doug Henwood for permission to share their recent piece about it with our readers. This example of their excellent research will give you a sense of why I…


  • Jobs, Inflation, Stocks & Bonds
     Author(s): David R. Kotok | Wed April 6, 2022

    Cumberland Advisors Market Commentary - Jobs, Inflation, Stocks & Bonds by David R. Kotok


    Following the Friday employment report, Dr.


  • Holodomor
     Author(s): David R. Kotok | Sun April 3, 2022

    cumberland-advisors-market-commentary-sunday-2022-holodomor-by-david-r.-kotok


    To understand Putin’s playbook, one must study history. We have already discussed Putin’s mind (


  • Taxable Total Return 1st Quarter 2022 Review
     Author(s): Daniel Himelberger | Fri April 1, 2022

    Daniel-Himelberger - Q1 2022 Review Total Return Taxable Fixed Income


     


  • Inflation and the Fed Scare Bonds in the First Quarter
     Author(s): John R. Mousseau, CFA | Thu March 31, 2022

    John R. Mousseau - In the News


    Muni Update, First Quarter 2022


  • CIO Overview & Outlook - 1Q 2022
     Author(s): David R. Kotok | Mon March 28, 2022

    Cumberland Advisors CIO Overview & Outlook - 1Q 2022 by David R. Kotok


    The volatility of the first quarter of 2022 slammed the markets in reaction to the world’s geopolitics. All macroeconomic forecast models are under revision. All expectations of a central bank’s monetary policies shifted and are now less predictable.


  • Dialogue With Rosie
     Author(s): David R. Kotok | Wed March 23, 2022

    Cumberland Advisors Market Commentary-Talk-Bubbles-2022


    My friend David (Rosie) Rosenberg and I enjoyed a conversation and debate on his podcast. Here’s the synopsis. Thank you, Rosie. Hope to see you at our August gathering in Maine.


  • Today Is World Water Day!
     Author(s): Patricia M. Healy, CFA | Tue March 22, 2022

    Cumberland Advisors Market Commentary - Today Is World Water Day!


    World Water Day is an annual United Nations observance, started in 1993, that celebrates water and raises awareness of the two billion people currently living without access to safe water.


  • Rob Smith on the Federal Budget
     Author(s): David R. Kotok | Mon March 21, 2022

    Cumberland Advisors Market Commentary-Talk-Bubbles-2022


    We thank Rob Smith for giving us permission to offer readers his recent commentary about the federal budget logjam and how it was impacted by Covid research funding.


 

 

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

Plutarch