Market Commentary

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.

SUBSCRIBE TO MARKET COMMENTARY
  • Art Cashin – Historian Extraordinaire
     Author(s): David R. Kotok | Sun April 18, 2021

    Cumberland Advisors Market Commentary - Art-Cashin-Historian-Extraordinaire


     

    Readers of our last three seasonally oriented Sunday missives are now invited to a fourth and a real treat. We have obtained permission from a friend of many years to share a part of his daily note, sent on Good Friday.

     


  • Cumberland Advisors Week In Review (Apr 12, 2021 - Apr 16, 2021)
     Author(s): Cumberland Advisors | Sat April 17, 2021

    Cumberland Advisors - Week in Review


     

    Thank you for joining Cumberland Advisors for this April 16, 2021 end-of-week update on market conditions, bonds & equities with Matt McAleer & Patricia Healy, CFA. Patty is our senior vice president of research and she's also a portfolio manager.

     


  • Solar Power in Xinjiang
     Author(s): David R. Kotok | Thu April 15, 2021

    Cumberland Advisors Market Commentary - Solar Power in Xinjiang


    This link will take you to a ten-minute Bloomberg “QuickTake” well worth watching. It is investigative journalism at its best: “The Solar Industry's Xinjiang Problem,” https://www.bloomberg.com/news/videos/2021-04-13/the-solar-industry-s-xinjiang-problem-video  


  • Charles Goodhart
     Author(s): David R. Kotok | Wed April 14, 2021

    Charles Goodhart


     


  • Minutes from the FOMC March Meeting
     Author(s): Robert Eisenbeis, Ph.D. | Tue April 13, 2021

    Market Commentary - Minutes from the FOMC March Meeting


     


  • Are we going to have lower volatility?
     Author(s): Leo Chen, Ph.D. | Mon April 12, 2021

    Cumberland Advisors Market Commentary - Are we going to have lower volatility


     


  • New Moon – Ramadan
     Author(s): David R. Kotok | Sun April 11, 2021

    New-Moon-Ramadan


     


  • Cumberland Advisors Week In Review (Apr 05, 2021 - Apr 09, 2021)
     Author(s): Cumberland Advisors | Sat April 10, 2021

    Cumberland Advisors - Week in Review


     

    Thank you for joining Cumberland Advisors for this April 09, 2021 end-of-week update on market conditions, bonds & equities with Matt McAleer & John Mousseau, CFA.

     


  • Confidence in a Robust Eurozone Recovery Grows Despite Rising COVID Infections and Deaths
     Author(s): William H. Witherell, Ph.D. | Fri April 9, 2021

    William "Bill" Witherell, Ph.D.


     


  • HY-TSY Spreads & Stocks
     Author(s): David R. Kotok | Thu April 8, 2021

    Market Commentary - HY-TSY Spreads & Stocks


     

    Credit spreads have just reached a new low number. Here’s a link to the St. Louis Fed’s report on the high-yield (HY) spread to US Treasury riskless counterparts. Readers are invited to spend a few minutes at the link and to read the definitions.  

     


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch