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 | Wed June 9, 2021
We’re sending readers the link to this excellent primer about the five categories of monetary policy operations in today’s world, each of them representing a role that a central bank plays. Cechetti and Tucker argue that each of these applications of policy should unfold within…
Author(s): Robert Eisenbeis, Ph.D. | Tue June 8, 2021
A comparison of recent estimates of monthly job creation by the Bureau of Labor Statistics (BLS) and estimates generated by Automatic Data Processing (ADP) reveals wide disparities. For example, in February, BLS showed 536,000 jobs created versus only 179,643 for ADP.
Author(s): Patricia M. Healy, CFA | Mon June 7, 2021
On Wednesday, the Federal Reserve announced plans to begin winding down its $13.8 billion portfolio of corporate bond holdings purchased during the market dislocation caused by the COVID pandemic and the shutdowns implemented to mitigate it.
Author(s): David R. Kotok | Mon June 7, 2021
Michael Lipper is an icon in financial market history. After all, he has an index named for him, and that’s the ultimate compliment among economists and financial market practitioners. Lipper is famous for his index on mutual funds and has a distinguished career in the…
Author(s): David R. Kotok | Thu June 3, 2021
Has the 10-year market-price-based estimate of the CPI peaked (May 12), and will it now decline?
Author(s): Robert Eisenbeis, Ph.D. | Tue June 1, 2021
At a hearing last week, Senator Warren told Randal Quarles, Fed vice-chairman for supervision, she was recommending that he not be reappointed to that position when his term was up in October to President Biden. She had criticized Quarles’ appointment during his…
Author(s): David R. Kotok | Fri May 28, 2021
Will the B.1.617.2 experienced in Britain Be Repeated in the United States? Will the India and UK experience repeat in the US? We will soon find out.
Author(s): David R. Kotok | Thu May 27, 2021
Author(s): David R. Kotok | Tue May 25, 2021
I asked Bob Bunting for his take on the news of two tropical storm events in May, since they preceded official hurricane season. Bob is CEO and Chairman of the Climate Adaptation Center, Inc. (CAC), an independent nonprofit Headquartered in Sarasota.
Author(s): David R. Kotok | Sun May 23, 2021
A local news clip from April 15, 2021, announced unwelcome news for South Florida.