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): Robert Eisenbeis, Ph.D. | Thu March 3, 2022
Last week we tried to put the Russian economy in perspective relative to the rest of the world and some of the countries that it neighbors, especially in Europe. Our conclusion was: “What we are looking at here in terms of Russian actions is an effort by a relatively small country trying to use…
Author(s): David R. Kotok | Wed March 2, 2022
We have written about Ukraine and Russia. Here are the links to the prior pieces: “Ukraine,” https://www.cumber.com/market-commentary/ukraine (Jan. 24, 2022)
Author(s): David R. Kotok | Sun February 27, 2022
Emily Taylor is a committed working professional focused on post-infection disease and on Long Covid. She is currently VP of Advocacy and Community Engagement for Solve M.E and her personal story appears below.
Author(s): Cumberland Advisors | Sat February 26, 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): Robert Eisenbeis, Ph.D. | Fri February 25, 2022
As tensions rise from the movement of Russian forces into Ukraine and we contemplate Russia’s international ambitions, it might be useful to look at where Russia stands in the world today economically. (My colleague David Kotok wrote on Thursday, Feb.
Author(s): David R. Kotok | Thu February 24, 2022
“What people say, what people do, and what they say they do are entirely different things.” – Margaret Mead
Author(s): William H. Witherell, Ph.D. | Wed February 23, 2022
Thus far this year, global stock markets have declined. The all-country MSCI ACWI Index is down 5.91% year-to-date February 18. International markets excluding the US also are down but by less. The international MSCI ACWI ex US Index is off 1.87% year-to-date. Within Europe the Eurozone MSCI EMU…
Author(s): David R. Kotok | Thu February 17, 2022
Author(s): David R. Kotok | Tue February 15, 2022
Years ago, the late John Liscio coined the term “sado-monetarists.” It is a term that Barron’s (October 28, 2008, Randall Forsythe’s column) used to label the “central bank’s efforts to cushion the pain of credit contraction (which) invariably puts us on the road to perdition.” Hat…
Author(s): Cumberland Advisors | Sat February 12, 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…