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 W. Berson, Ph.D. | Fri July 26, 2024
Inflation about as expected – and that’s probably good enough. The June Personal Income and Outlays report for June showed that consumer spending remained solid, although income was a bit lower than expected. But the key figures were the PCE and core PCE inflation measures.
Author(s): John R. Mousseau, CFA | Mon July 22, 2024
This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into the second half of 2024. We know that there could be some volatility in markets based on this anything-but-normal presidential election year; however, in the end we believe economics will continue to…
Author(s): David R. Kotok | Sun July 21, 2024
Mr. Market had answered this way about recent uncertainty: “Gimme bad news or gimme good news, but don’t gimme no news.”
Author(s): Patricia Healy, CFA | Tue July 16, 2024
The credit cycle does not yet seem to have turned; at worst it is mixed.
Author(s): David R. Kotok | Mon July 15, 2024
The attempted assassination of presumptive presidential nominee and former president Donald Trump is the latest in a historical list. Worldwide, nearly all political parties’ leaders and spokespersons condemned it. From me, personally, any assassination attempt on former President Trump is…
Author(s): David R. Kotok | Sun July 14, 2024
The news about any shooting attack on any candidate for any American public office, whether a presidential candidate or a local politician, is disturbing and distressing. There isn’t much more to say since readers are already familiar with the known details.The prepared discussion for today is…
Author(s): David R. Kotok | Thu July 11, 2024
We will start with a quote from page 110 of The Coming Wave, a must-read book by Mustafa Suleyman (co-founder of DeepMind and Inflection AI). His book is authored with Michael Bhaskar.
Author(s): David R. Kotok | Sun July 7, 2024
Biden and Trump: They have been and are being observed in real time by Putin, Kim, Xi, Khamenei, et al. Disclosure: as this is written, Cumberland has an overweight position in US defense-aerospace. For details talk with Matt McAleer.
Author(s): Norm Dempsey, MBA | Sat July 6, 2024
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older and/or guest…
Author(s): David W. Berson, Ph.D. | Mon July 1, 2024
The key points you should know: