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): Cumberland Advisors | Sat January 22, 2022
Author(s): David R. Kotok | Fri January 21, 2022
Brent Donnelly, president of Spectra Markets, and a Camp Kotok attendee, sent along the following piece with the note, “Some alarming charts for you today. Keep an open mind on the US economy in 2022.”
Author(s): David R. Kotok | Thu January 20, 2022
When she was testifying at her US Senate confirmation hearing, Fed Governor Lael Brainard fielded questions about the Fed and its “climate change” policy. This is a hot subject in the monetary economics and central banking world. One side of the debate says that the Fed should keep out of this…
Author(s): David R. Kotok | Tue January 18, 2022
In a recent interview with Dr. Bob Wachter on the UCSF program Medical Grand Rounds, Dr. Eric Topol discusses Omicron, treatments, and vaccines, policy, the CDC, Long Covid, etc. This is an extensive and clearly detailed conversation with a world-renowned expert. Dr.
Author(s): David R. Kotok | Sun January 16, 2022
My heart grew heavy when seeing/reading the National Geographic photo essay about the fires in Patagonia. Examination of the details made it weigh a ton. “An imported tree fuels Patagonia’s terrifying summer fires,” https://www.nationalgeographic.com/environment/article/how-fear-of-summer-came-…
Author(s): David R. Kotok | Thu January 13, 2022
In the past week, we have watched a bond market adjustment. For a price change, the movement was dramatic, as bonds such as the 30-year US Treasury benchmark bond lost 10% of its market price when rising rates caused a market repricing of outstanding issuance. We nickname the market…
Author(s): David R. Kotok | Tue January 11, 2022
Sebastian Pellejero and Mark Maurer used their December 30, 2021, Wall Street Journal column to discuss some of the history of LIBOR, and now, its end.
Author(s): Robert Eisenbeis, Ph.D. | Mon January 10, 2022
Markets posted a loss in the first week of January, driven by several factors and data releases. Release of the FOMC’s minutes for its December meeting led market participants to believe that the Fed was even more likely to embark on removing its policy accommodation sooner rather than later.…
Author(s): David R. Kotok | Sun January 9, 2022
Writing in the early days after Omicron’s emergence, Lyric Hughes Hale, editor-in-chief of EconVue and host of the Hale Report podcast, considered COVID and China’s Covid response and its shift toward isolationism. She mulled whether China is merely deferring the inevitable spread of…
Author(s): Patricia Healy, CFA | Fri January 7, 2022
The intro to the credit commentary we wrote last quarter could be put right here, with Omicron inserted in place of Delta – the latter variant had threatened our recove