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 R. Kotok | Sun August 11, 2024
Profits and GDP help explain the stock market rally of the post-Covid period.
Author(s): John R. Mousseau, CFA | Wed August 7, 2024
“If something cannot go on forever, it will stop.”– Herb Stein, former Chairman of the Council of Economic Advisers under Presidents Nixon and Ford
Author(s): David W. Berson, Ph.D. | Fri August 2, 2024
So, is the economy finally downshifting to the slower pace of trend growth – or are we transitioning from above-trend growth to recession? The 4.3 percent level of the unemployment rate triggers the Sahm Rule.
Author(s): David R. Kotok | Sun July 28, 2024
This quote was a lead item in Michael Gayed’s Lead-Lag report on July 24th:
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…