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 | Mon June 8, 2020
I remember 1968.
This is much bigger.
In other commentaries we will deal with market reactions, economic outlook, and the impacts from the double whammy of rioting nationwide on top of COVID-19.
Author(s): Cumberland Advisors | Sun June 7, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Leo Chen, Ph.D. | Sat June 6, 2020
All three major indices have continued their rallies in June: The S&P 500 is up 2.23%, the Dow Jones Industrial Average is up 3.54%, and the Nasdaq composite is up 1.33%. The S&P 500 has marked a 42% return since the March 23rd low for the large-cap index, while the Nasdaq Composite is…
Author(s): William Witherell, Ph.D. | Fri June 5, 2020
South of the border, our neighbor and the second largest economy in Latin America, Mexico, is experiencing a severe and still worsening health crisis due to the COVID-19 pandemic. The dire effects of the illness itself are compounded by a brutal decline in the economy, which at the start of 2020…
Author(s): Robert Eisenbeis, Ph.D. | Thu June 4, 2020
Bloomberg’s Lisa Abramowicz recently tweeted, “When you measure the prices of things Americans are spending money on right now, ‘it turns out that the actual inflation rate is not as low’ as the data suggest” (https://twitter.com/lisaabramowicz1/status/1263868020516151298). Her evidence was a…
Author(s): David R. Kotok | Wed June 3, 2020
If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the …
Author(s): Leo Chen, Ph.D. | Tue June 2, 2020
The S&P 500 Index is widely used as the benchmark for over $9.9 trillion in investments. After losing 35.4% in just a month, the index has rebounded 36.5% from its March 23rd bottom. These extraordinary numbers during extraordinary times are unlikely to continue after COVID-19’s impacts on…
Author(s): David R. Kotok | Mon June 1, 2020
Good Sunday Morning, and please take some time for a walk with your earbuds. We have for you a video call between Lydia Clements, director of the Georgia Grantmakers Alliance, and Raphael Bostic, president and chief executive officer of the Atlanta Fed: https://www.youtube.…
Author(s): Cumberland Advisors | Sun May 31, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): | Sat May 30, 2020
The Debate Over Hydroxychloroquine