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 | Thu July 29, 2021
Earnings of the S&P 500 Index companies continue to deliver positive surprises as the results of the second quarter of 2021 are revealed. Market agents are really focused on the direction of future earnings. What will earnings look like in 2022?
Author(s): David R. Kotok | Tue July 27, 2021
The debate about inflation in the United States continues to rage. The argument over “transitory” inflation and what that means versus a strategic accelerating upward trend in the price level defines the outcomes we see among various forecasts. But the only thing we know about making forecasts,…
Author(s): David R. Kotok | Sun July 25, 2021
The fact that 52 million doses of COVID vaccines are languishing unused, about to expire, is a national embarrassment for Americans, a failure in government in some states, and a global tragedy.
Author(s): David R. Kotok | Wed July 21, 2021
Reader Kevin Humphreys is an independent financial analyst based in London. He is a specialist in European and UK financial market analysis, with 35 years in the Treasury Ministry, investment banking, and brokerage.
Author(s): David R. Kotok | Tue July 20, 2021
Not all COVID is the same. If you had COVID-19 last year, or if you caught Alpha (B.1.1.7) this spring, you can still get Delta (B.1.617.2). Vaccination, not perfect, is still the best defense we have against hospitalization and death. Delta spreads more than twice as readily as Alpha does. (…
Author(s): Cumberland Advisors | Sat July 17, 2021
Cumberland Advisors Week in Review (July 12, 2021 - July 16, 2021)
Thank you for joining Cumberland Advisors for this Friday July 16, 2021 end-of-week update on market conditions, equities & bonds with our Executive Vice President & Director of Equity Strategies, Matt…
Author(s): Robert Eisenbeis, Ph.D. | Fri July 16, 2021
Recent data releases have put inflation front and center on the markets’ and policy makers’ radar. Tuesday’s release of headline and core CPI showed continued price acceleration. The overall index jumped 0.9% in June after a 0.6% increase in May and a 0.8% rise in April.
Author(s): David R. Kotok | Thu July 15, 2021
David R. Kotok's Remarks at the Rocky Mountain Economic Summit, Thursday, July 15
Author(s): Robert Eisenbeis, Ph.D. | Mon July 12, 2021
The recent BLS release of the Job Openings and Labor Turnover Survey (JOLTS) data for May, combined with the weekly new claims for unemployment insurance and Current Employment Survey (CES) employment report, provides some snapshots of conditions in the labor market. The Fed surely would have…
Author(s): David R. Kotok | Sun July 11, 2021
Mary Ellen Gilliland’s book George Soule, Mayflower Pilgrim, and His Descendants: An American Story is a little gem. I have copy number 100 in my possession, and it’s a best-kept secret among American histories. Mary Ellen is a famous Summit County, CO, journalist, historian, and writer who has…