Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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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  • Markets, Events, Economics
     Author(s): David R. Kotok | Thu October 8, 2020



    Market-moving events and data points are coming fast, and in a chaotic sequence. Here are some bullets we are watching.


  • Muni Bonds Turn Toward the Election
     Author(s): John R. Mousseau, CFA | Wed October 7, 2020



    With the presidential election a month away, we start to mull over what the bond market might look like post-election day.


  • International Equity ETF Q3 Overview and Outlook
     Author(s): William Witherell, Ph.D. | Tue October 6, 2020



    The global economy is expected to have registered a stronger than anticipated rebound in the third quarter with record-breaking growth rates after output collapsed in the first half of the because of the COVID-19 pandemic.


  • Trio to Trio with Laura Wazen
     Author(s): David R. Kotok | Mon October 5, 2020



    We have a medley of remarkable performances for you this Sunday – a little diversion from the daily political and pandemic fare.

    Let’s kick things off with a rousing flash-mob rendition of Beethoven’s Symphony No. 9, Ode to Joy, performed years before COVID-19 entered our lives. It lifts…


  • Cumberland Advisors Week in Review (Sept 28, 2020 - Oct 02, 2020)
     Author(s): Cumberland Advisors | Sun October 4, 2020



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • Hope – An Update
     Author(s): Robert Eisenbeis, Ph.D. | Sat October 3, 2020



    Our commentary “FOMC: Hope Now Seems to Be a Strategy” (https://www.cumber.com/cumberland-advisors-market-commentary-fomc-hope-now-seems-to-be-a-strategy/) focused on the FOMC’s latest decision to keep its target for the federal funds rate between 0–.25%, to change its strategy for policy going…


  • Taxable Total Return 3rd Quarter Review
     Author(s): Daniel Himelberger | Fri October 2, 2020



    Markets experienced volatility in the third quarter of 2020 as COVID-19 and the looming election continued to drive uncertainty regarding an economic rebound. The net result of the volatility left the Treasury market little changed on the quarter, while spreads on investment-grade corporates and…


  • Beware of Private Equity in Retirement Plans – 3(38) Fiduciary Advisors Are Needed Instead
     Author(s): Michael McNiven, Ph.D. | Thu October 1, 2020



    Over the summer, the private equity industry received a very favorable ruling from the Department of Labor, allowing 401(k) plans to invest in private equity funds. Of course, the private equity industry and their lobbyists have long desired the opportunity to access 401(k) assets, and they are…


  • UK Facing Virus Second Wave and Brexit Deadline
     Author(s): William Witherell, Ph.D. | Wed September 30, 2020



    United Kingdom stocks are underperforming the Eurozone markets as the nation faces the double challenges of an upsurge in virus infections and time running out in the deadlocked negotiations with the EU on Brexit.


  • CIO Overview & Outlook
     Author(s): David R. Kotok | Tue September 29, 2020



    The second quarter of 2020 saw the worst quarterly decline in economic terms since the Great Depression of the 1930s. The US economy literally fell off the COVID cliff. This downdraft side of a very sharp “V” has already made an economic bottom. (It was foretold by the March 23 low in the stock…


 

 

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

Plutarch