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): John R. Mousseau, CFA & Patricia Healy, CFA & Tom Patterson | Fri December 4, 2020
Half a century ago, Arthur Okun was an American economist who served on the President’s Council of Economic Advisers as chairman and before that was a professor at Yale University. Among Dr. Okun’s many contributions to the field of economics, one of the most memorable is the Okun “misery index…
Author(s): William Witherell, Ph.D. | Thu December 3, 2020
Time is running out for the UK and Europe to reach an agreement on the terms under which the UK will leave the European Union (EU) at year end. Also, the member countries of the European Union have yet to reach final agreement on a much-needed, massive additional fiscal stimulus package.
Author(s): Robert Eisenbeis, Ph.D. | Wed December 2, 2020
On November 19, Treasury Secretary Mnuchin sent a letter to the Federal Reserve Board requesting a 90-day extension of several Fed programs to provide liquidity to financial markets, including the Commercial Paper Funding Facility, the Primary Dealer Credit Facility, the Money Market Liquidity…
Author(s): David R. Kotok | Tue December 1, 2020
“The Trimmed Mean PCE inflation rate over the 12 months ending in October was 1.7 percent. According to the BEA, the overall PCE inflation rate was 1.2 percent on a 12-month basis, and the inflation rate for PCE excluding food and energy was 1.4 percent on a 12-month basis. The tables below…
Author(s): David R. Kotok | Mon November 30, 2020
We expect the new Biden administration to reverse on a massive scale Trump’s deregulation of energy and to turn strongly to sustainable-energy policy. The implications for investing in ESG are huge. Cumberland holds positions in wind, solar and water and we expect to hold those positions for a…
Author(s): Cumberland Advisors | Sun November 29, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Wed November 25, 2020
Dear readers, this piece about Sturgis and its aftermath has been weeks in preparation. We are sending it now because we believe that Sturgis was the largest of the super-spreader events that have occurred in the United States – half a million people without any restrictions. And we believe…
Author(s): Robert Eisenbeis, Ph.D. | Tue November 24, 2020
As the Biden administration begins to float the names of potential cabinet members, an interesting scenario and potential dilemma faces the Federal Reserve Board.
Author(s): David R. Kotok | Mon November 23, 2020
My friend Steve sent this terrific musical dance video. Enjoy. Please notice how deeply you see ballet training in so many of the dancers we recognize.
Author(s): Cumberland Advisors | Sun November 22, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.