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 | Sun July 4, 2021
Kotok note: since this guest commentary by Bob Bunting was written, many areas in America have endured record heat, water rationing from drought, rolling power outages, agriculture impairment and some deaths with causal attribution to the record heat. Many July 4 celebrations will be without…
Author(s): Cumberland Advisors | Sat July 3, 2021
Author(s): Robert Eisenbeis, Ph.D. | Fri July 2, 2021
The BLS Current Employment Survey for June 2021 showed a healthy 850,000 jobs, up from 583,000 in May.
Author(s): William H. Witherell, Ph.D. | Thu July 1, 2021
As the first half of 2021 comes to an end, the global economy is recovering strongly from its sharp decline last year caused by the COVID-19 pandemic. While the disease continues to surge in some countries, particularly those with a slow pace of vaccination, and the Delta variant of COVID proves…
Author(s): David R. Kotok | Wed June 30, 2021
On June 25, the ad in the Summit County, CO, job listings read, “Line Cooks at Dillon Dam Brewery in DILLON • Line Cooks Day & Night Shifts • $19/Hour + $250 Signing Bonus • $250 Bonus at Successful 60 Day Review • 40 Hours” (Summit Daily email newsletter, June 25, 2021, https://www.…
Author(s): John R. Mousseau, CFA | Tue June 29, 2021
Author(s): Daniel Himelberger | Mon June 28, 2021
As the second quarter drew to a close, the Treasury curve experienced flattening, with short-term Treasury yields rising while longer Treasury yields declined and the stock market set record highs. The largest movement in Treasury yields was in the longer-maturity securities as yields dropped…
Author(s): David R. Kotok | Fri June 25, 2021
As the close of the second quarter approached, we witnessed US stock markets reacted briefly to the outcome of the Federal Reserve’s June meeting. Chairman Powell planted the first seeds indicating a forthcoming change in Fed policy.
Author(s): Cumberland Advisors | Fri June 25, 2021
It's that time of year when the Team at Cumberland Advisors provide their Q2 Reviews for 2021. We may discuss what we favor, cash positions, warning signs, and what we see as opportunities. Read to learn more about the thinking behind our positioning of portfolios and how we execute strategies…
Author(s): Leo Chen, Ph.D. | Wed June 23, 2021
For those who were unable to hear my presentation at the MoneyShow in Orlando last week, let me summarize the key points and make the slides available to anyone who may have missed them.