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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  • Three Items to Consider
     Author(s): David R. Kotok | Mon October 12, 2020




  • Cumberland Advisors Week in Review (Oct 05, 2020 - Oct 09, 2020)
     Author(s): Cumberland Advisors | Fri October 9, 2020



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


  • Wildfires Out West
     Author(s): Patricia Healy, CFA | Fri October 9, 2020



    On Sunday, Bloomberg reported that this year’s California fires had scorched more ground than the last three years of fires combined. Higher temperatures and greater winds have contributed to the spread.


  • 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…


 

 

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

Plutarch