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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  • Cumberland Advisors Week In Review (Mar 29, 2021 – Apr 01, 2021)
     Author(s): Cumberland Advisors | Sat April 3, 2021

    Cumberland Advisors - Week in Review


     


  • Q1 2021 Review - Total Return Taxable Fixed Income
     Author(s): Daniel Himelberger | Thu April 1, 2021

    Daniel-Himelberger - Q1 2021 Review Total Return Taxable Fixed Income


     


  • COVID Crisis in Brazil
     Author(s): David R. Kotok | Tue March 30, 2021

    Cumberland Advisors Market Commentary - COVID Crisis in Brazil


      We’ve been to Brazil and have visited contiguous countries such as Argentina and Uruguay. (I’ve written about one trip here: https://www.interdependence.org/blog/reflecting-south-america-trip/.) Such travels are not possible now.
  • The Bond Market’s “Return to Normalcy”
     Author(s): John R. Mousseau, CFA | Mon March 29, 2021

    Name Market-Commentary-The Bond Market’s “Return to Normalcy”


     

    President Warren G. Harding made the term “return to normalcy” famous in the 1920 presidential election when he used the phrase as a campaign theme, promising to bring America back to what it was prior to World War I and the Spanish Flu pandemic, which gripped the nation and the…


  • Rembrandt Pairing
     Author(s): David R. Kotok | Sun March 28, 2021

    Market-Commentary-Cumberland-Advisors-David-Sunday-Rembrandt-Pairing


     


  • Cumberland Advisors Week in Review (Mar 22, 2021 – Mar 26, 2021)
     Author(s): Cumberland Advisors | Sat March 27, 2021

    Cumberland Advisors - Week in Review


     

    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 also include older commentaries that our editors have…


  • Q1 2021 Review - International Equities
     Author(s): William H. Witherell, Ph.D. | Thu March 25, 2021

    William Bill Witherell - Q1 2021, International Equities


     


  • Q1 2021 CIO Overview - A Market & Macro Outlook
     Author(s): David R. Kotok | Wed March 24, 2021

    David R. Kotok - Cumberland Advisors' Chairman of the Board & Chief Investment Officer


     


  • The FOMC and Patience
     Author(s): Robert Eisenbeis, Ph.D. | Mon March 22, 2021

    Robert Eisenbeis, Ph.D.


    It was not a surprise that the FOMC last week kept its 0–.25% target range for its federal funds target and maintained its asset purchase program consisting of $80 billion in Treasuries and $40 billion in agency securities. Accompanying the Committee’s statement was a new set of Summary Economic…


  • Happy Spring
     Author(s): David R. Kotok | Sun March 21, 2021

    Happy Spring



 

 

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

Plutarch