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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  • COVID, COVID, COVID! Recovery?
     Author(s): David R. Kotok | Sat November 21, 2020



    A Bleak Short-Term COVID Outlook, Then Recovery Dawns


  • Cumberland Advisors Guest Commentary - Hurricanes, Bob Bunting, CAC
     Author(s): Bob Bunting | Thu November 19, 2020

    Climate Adaptation Center 2021 Hurricane Forecas


    Municipal bond ratings are affected by the preparedness of the issuers for severe weather, the impacts of climate change, and other factors that may affect credit ratings. Cumberland Advisors takes a keen interest in the micro and macro details surrounding municipalities and weather events.


  • Will the NASDAQ Crash? Also: Helping Nurses!
     Author(s): David R. Kotok | Tue November 17, 2020



    Will the NASDAQ crash? We get that question often.


  • Flying to Florida
     Author(s): | Mon November 16, 2020



    Investors and clients ask about the transportation sector and specifically airlines.  The outlook is dependent on travelers’ perceived personal safety (COVID vaccines and treatment options) in addition to economic recovery that can generate the incomes to cover the costs…


  • Cumberland Advisors Week in Review (Nov 09, 2020 - Nov 13, 2020)
     Author(s): Cumberland Advisors | Sun November 15, 2020



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


  • Municipal Employment
     Author(s): Patricia Healy, CFA | Sat November 14, 2020



    The positive jobs growth news, showing an increase of 638,000 jobs in October and a full one percent reduction in the unemployment rate to 6.9%, masked a decline in government employment. Private jobs were up by 906,000, led by an increase of 271,000 in hospitality and leisure, a sector that has…


  • 11-11-11
     Author(s): David R. Kotok | Thu November 12, 2020



    On November 11, 1918, President Woodrow Wilson signed the agreement that ended the fighting in World War 1, a conflict that engulfed 30 nations and cost millions of lives (estimates vary). In June of 1919, the Treaty of Versailles would attempt to forge the terms of the peace. Months later, on…


  • Singles’ Day and Alibaba
     Author(s): Leo Chen, Ph.D. | Wed November 11, 2020



    November 11 is Singles’ Day in China. It is an unofficial shopping holiday that was started by Alibaba in 2009. It is called Singles’ Day because the repeated number “1” in “11.11” refers to single people in Chinese. Although Singles’ Day is often compared to Black Friday in the US, it is…


  • China Update – Ant Versus the State
     Author(s): William Witherell, Ph.D. | Tue November 10, 2020



    Last week, the Ant Group was expected to list in Shanghai and Hong Kong the largest IPO in history. However, on Tuesday, November 3, the Shanghai Stock Exchange announced it had postponed the company’s listing, citing “major issues” that might cause it “not to meet the listing conditions or…


  • Hurricane Roxcy or Hurricane Bob?
     Author(s): | Mon November 9, 2020



    “Biden’s proposals to increase taxes on the wealthy and corporations – not to mention a $2 trillion plan to fight climate change – would stand virtually no chance in a Mitch McConnell-led Republican Senate” (https://www.bloomberg.com/news/newsletters/2020-11-05/a-biden-agenda-might-stall-before-…


 

 

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

Plutarch