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): Michael Drury | Tue March 31, 2020
Dear Readers: Mike Drury is past chair of the Global Interdependence Center, a skilled economist and a personal friend. He is not in the “world is coming to the end” camp. He has given me permission to run his entire weekend piece. Enjoy! -David Kotok
Author(s): David R. Kotok | Mon March 30, 2020
Dear Readers,
In Sarasota, when twilight comes to Sarasota Bay, the lighting under the Ringling Bridge is usually rotating and alternating colors. The light used to be too bright, and the glare invaded the night sky. But now, and after enough complaints from locals, the powers that decide…
Author(s): Cumberland Advisors | Sun March 29, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Patricia Healy, CFA | Sat March 28, 2020
In our opinion this is a short-term shock, although it will likely change some behaviors for the long term that will need to be monitored.
Author(s): John R. Mousseau, CFA | Sat March 28, 2020
The Municipal Bond Market has suffered one of the most dramatic back-offs it has ever seen; and it was accomplished in about nine business days. The rise in yields has been dramatic and fierce and had lots of elements to it. This is a quick synopsis of some of the muni meltdown.
Author(s): Robert Eisenbeis, Ph.D. | Fri March 27, 2020
Fed Outstanding Repo Transactions March 3 - March 26
Author(s): David R. Kotok | Wed March 25, 2020
An Antibodies Test: A Vital Weapon in the Fight Against COVID-19.
While the US continues to struggle without enough diagnostic tests for COVID-19, the quest continues for a different holy grail, a test to tell us who has already been exposed to the virus and now has some immunity.
Author(s): David R. Kotok | Wed March 25, 2020
Dear readers. The CDC Foundation is not widely known. It’s a 501(c)3 that was created by Congress as a special charitable agency. The Foundation works right alongside the CDC and other national health agencies but is an independent charity. It has a special-purpose charter. Its purpose is to…
Author(s): David R. Kotok | Tue March 24, 2020
The earth was frozen. It seemed like night. And cold.
And then things changed.
A little thaw. A little softening.
Up comes the touch of green. It struggles toward the sun. It grows and the stalk lifts a bud.
A few more days. A little more sun. A touch warmer…
Author(s): William Witherell, Ph.D. | Tue March 24, 2020
International stock markets, like the US market, started the year on an optimistic note. The global slump in manufacturing appeared to be bottoming, and trade relations were easing.