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): Cumberland Advisors | Sun January 17, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Robert Eisenbeis, Ph.D. | Sat January 16, 2021
Although the news is somewhat stale, the January 12 release of the BLS’s Job Openings and Labor Turnover Survey (JOLTS) for November provides some additional information about the underlying dynamics of the labor market as we approached the December virus surge. The picture we see reflects some…
Author(s): William Witherell, Ph.D. | Fri January 15, 2021
In recent weeks, a new and more contagious variant of COVID-19 has been surging in South Africa, with per capita new infections and deaths approaching the globally leading rates being experienced in the UK and the USA. While on December 26 the seven-day rolling average of new South African cases…
Author(s): David R. Kotok | Thu January 14, 2021
The response of the markets to a potential second impeachment of President Trump is impossible to predict now. History shows why this may not be a market moving event. The new Senate under Schumer will decide what to do with Speaker Pelosi’s new articles of impeachment. How and when is not clear…
Author(s): Robert Eisenbeis, Ph.D. | Wed January 13, 2021
The jobs numbers released this week provide a sobering view of the pace of the recovery and provide clear evidence as to what we can expect from the FOMC.
Author(s): Patricia Healy, CFA | Tue January 12, 2021
In the depths of the muni market plunge back in March, many feared that the sky had fallen and that municipalities would not be able to manage their services and debt repayment.
Author(s): David R. Kotok | Mon January 11, 2021
When we mourn for a person, that is a certain kind of experience. Lose an aged parent and you feel the loss. But that loss is also a part of a repeating life cycle.
Lose a pet? Not the same, but there is a sense of loss of a different type.
Author(s): Cumberland Advisors | Sun January 10, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): John R. Mousseau, CFA | Sat January 9, 2021
The Democratic Party won both Senate seats in Georgia on Tuesday, January 5th. Our own math had a split decision, with each party capturing a Senate seat; but with the sweep the Democrats will now control the White House, the House of Representatives, and the Senate, where a 50-50 split will now…
Author(s): David R. Kotok | Fri January 8, 2021
According to the Brookings Institution,
“Newly released Census Bureau population estimates through mid-year 2020 reveal record lows in U.S. population growth, both annually and for the 2010-to-2020 decade….
“The new estimates indicate that over the period from July 1, 2019 to July…