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 | Tue August 10, 2021
The anchor on TV said, “He snuck it in.”
Author(s): David R. Kotok | Wed August 4, 2021
After a year’s break because of COVID, we are reconvening the annual summer gathering at Leen’s Lodge in Grand Lake Stream, Maine. The Global Interdependence Center has been enormously helpful in organizing the gathering.
Author(s): William Witherell, Ph.D. | Tue August 3, 2021
The Eurozone’s economy as measured by GDP expanded by 2% q/q in the second quarter, significantly faster than expected, indeed faster than the economies of the US and China. However, Eurozone GDP was still 3% lower than its pre-pandemic high, while US second-quarter GDP was 0.8% higher. The HIS…
Author(s): David R. Kotok | Mon August 2, 2021
Pandemic Insights: Barry Ritholtz Interviews Charity Dean
Author(s): Robert Eisenbeis, Ph.D. | Fri July 30, 2021
The FOMC decided to maintain its accommodative policy stance, continuing its target range for the federal funds rate between 0% and 0.25% and maintaining its $80 billion purchase of Treasury securities and $40 billion of agency mortgage-backed securities. The statement was virtually identical in…
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. (…