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): William H. Witherell, Ph.D. | Fri May 21, 2021
Over the past 12 months, most Asian equity markets have participated in and at times led the global stock market boom. Yet this year, and particularly in the past month, these same markets have given up some of those previous gains. Is this recent underperformance, relatively modest so far in…
Author(s): David R. Kotok | Thu May 20, 2021
We continuously assess the size of the once-in-a-hundred-years economic shock from COVID-19. There are two parts to the economic toll that COVID is taking. The first is deaths and what that means in the computation of years of life lost (YLL). The second part is post-COVID syndrome (PCS), or…
Author(s): David R. Kotok | Tue May 18, 2021
With all the political handwringing about the federal deficit, we wanted to find a picture worth a thousand words – in this case a chart – to tell the story. Hat tip to David Blond for assembling this graphic.
Author(s): David R. Kotok | Sun May 16, 2021
Dear Readers, for your Sunday thinking we want to offer 40 slides. You will be able to get through them rapidly. They depict four time periods and show a color-coded, non-smoothed illustration of two decades of expansions and two decades of contractions in the US economy, with various components…
Author(s): David R. Kotok | Thu May 13, 2021
“With regard to interest rates we continue to expect it will be appropriate to maintain the current 0 to 1⁄4 percent target range for the federal funds rate until labor market conditions have reached levels consistent with the Committee’s assessment of maximum employment and …
Author(s): David R. Kotok | Tue May 11, 2021
Here’s a link for readers to see the price spike in the Baltic Exchange Dry Index, which reveals shipping cost details that are tied to commodities: https://tradingeconomics.com/commodity/baltic. The definitions and composition are available for readers.
Author(s): Robert Eisenbeis, Ph.D. | Mon May 10, 2021
In advance of Friday’s jobs report for April, numerous surveys (https://www.cnbc.com/2021/05/06/april-jobs-expected-to-top-1-million-as-consumers-boost-the-economy.html) showed that econ
Author(s): David R. Kotok | Sun May 9, 2021
We applaud all mothers; we wouldn’t be here without them. And we want them to be healthy, so we are scrapping our publishing plan for this Sunday and offering just one celebratory video and the helpful technical study below instead.
Author(s): Cumberland Advisors | Sat May 8, 2021
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): David R. Kotok | Fri May 7, 2021
Marvelous innovations in vaccine design and production by patent-protected American companies have afforded us powerful weapons to beat COVID-19, save lives, and accelerate the economic recovery. Here’s the latest thoroughly encouraging good news.