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 November 6, 2021
Cumberland Advisors offers this Friday November 05, 2021 end-of-week update on market conditions, equities & bonds with John Mousseau, President, CEO, & Director of Fixed Income. Matt has the day off.
Author(s): John R. Mousseau, CFA | Thu November 4, 2021
Our general understanding of “between a rock and a hard place” is that there is a problem and we have two options, neither of which is desirable. (And since we are in the middle of a Rolling Stones tour, we should also point out that “Rock and a Hard Place” was also on the Stones Steel Wheels…
Author(s): David R. Kotok | Thu November 4, 2021
Some readers have asked if we expect that there will be another COVID wave coming this fall. Our answer: No one knows. Mark Van Sumeren of Health Industry Advisor has continued his informative and apolitical newsletter and has given us permission to share his view on this issue.
Author(s): William H. Witherell, Ph.D. | Wed November 3, 2021
The preliminary flash estimate of France’s real GDP in the third quarter is a strong quarter-to-quarter 3% advance, considerably above the 2.2% advance for the euro area and the 1.8% gain for Germany. The US economy grew only 0.5% during the quarter. A sharp acceleration of household consumption…
Author(s): Patricia M. Healy, CFA | Tue November 2, 2021
Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since the company’s inception in 1973, long before SMAs were popularized in the early 2000s.
Author(s): Robert Eisenbeis, Ph.D. | Mon November 1, 2021
On Friday, October 28, three interesting data releases came out that may further complicate the FOMC’s decision process at its November meeting. First, we got the reading on PCE for the month of September, which is up 0.2 percentage points from 4.2% in August to 4.4% in September. This increase…
Author(s): David R. Kotok | Sun October 31, 2021
We get a lot of questions about Florida. So we thought we would recommend a book that friends Carla and Pete suggested to us.
Author(s): Robert Eisenbeis, Ph.D. | Thu October 28, 2021
Faced with continued inflationary pressures far above the FOMC’s 2% target, a strong labor market but one that is far from what might be considered full employment, and an economy growing at somewhere in the 2% range in the past couple of months, should the FOMC start tapering…
Author(s): David R. Kotok | Wed October 27, 2021
Chinese authorities have urged (we don’t know what “urge” means) Evergrande’s founder, Hui Ka Yan, to use his personal funds to help pay Evergrande’s debt obligations. Other Chinese companies have been advised to prepare to meet payments due on their offshore bonds as well.…
Author(s): | Sun October 24, 2021
A fishing buddy and longtime friend, Danny Blanchflower, is Professor of Economics at Dartmouth. His collaborator Alex Bryson is Professor of Quantitative Social Science, Social Research Institute, University College, London. Together these two economists have been looking at the predictive…