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.

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  • The UK at Four Months Post-Brexit
     Author(s): William H. Witherell, Ph.D. | Fri April 30, 2021

    Cumberland Advisors Market Commentary - The UK at Four Months Post-Brexit by Witherell Witherell, Ph.D.


     

    As the fourth month after the United Kingdom’s withdrawal from the European Union (EU) comes to an end, this note discusses the developments thus far. Brexit followed lengthy and difficult negotiations that resulted in a separation agreement stipulating that the UK would leave the…


  • M2 Velocity, Fed & Years Life Lost (YLL)
     Author(s): David R. Kotok | Tue April 27, 2021

    Cumberland Advisors Market Commentary - M2 Velocity, Fed & Years Life Lost (YLL)


     


  • A Climate Update from CAC
     Author(s): David R. Kotok | Sun April 25, 2021

    A Climate Update from CAC


     

    The Climate Adaptation Center in Sarasota, FL, headed by Bob Bunting, assembles and presents information obtained from curated sources. We support the CAC because it is focused on the response and not on the blame game.

     


  • Fed's Balance Sheet's Size & "Taper Tantrums"?
     Author(s): David R. Kotok | Thu April 22, 2021

    Cumberland Advisors Market Commentary - Fed's Balance Sheet's Size & Taper Tantrums


     


  • No Herd Immunity, Yet
     Author(s): David R. Kotok | Tue April 20, 2021

    Cumberland Advisors Market Commentary - No Herd Immunity, Yet


     

    “Covid-19 hospitalizations have yet to follow suit (sic case counts rising). Several sources cite increased hospitalizations among unvaccinated adults under 50 years old. Vaccinations for this population have become available only recently. The rate of all U.S. adults that have…


  • 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


     


 

 

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

Plutarch