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 | Wed September 23, 2020
In our recent commentary “Wildfire: More Than a Song” https://www.cumber.com/cumberland-advisors-market-commentary-wildfire-more-than-a-song/, we stated that our nation’s federally owned forests “are housed in the Department of the Interior.”
Author(s): David R. Kotok | Tue September 22, 2020
With much fanfare, on Friday, Sept. 18, President Trump abruptly shifted his policy on rebuilding Puerto Rico. Where he had often disparaged the island’s leaders and opposed rebuilding a power grid and other infrastructure that was destroyed by Hurricane Maria in September 2017, Trump now…
Author(s): David R. Kotok | Mon September 21, 2020
[caption id="attachment_53588" align="aligncenter" width="480"] Fires near the West Coast of the US created this surreal smoky atm
Author(s): Cumberland Advisors | Mon September 21, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Robert Eisenbeis, Ph.D. | Sat September 19, 2020
The FOMC finished its September deliberations and published its first statement and Summary of Economic Projections (SEPs) since the revision of its policy strategy was announced on the eve of the Kansas City Fed’s annual August Jackson Hole Symposium.
Author(s): David R. Kotok | Fri September 18, 2020
The bipartisan House Problem Solvers Caucus (https://problemsolverscaucus-gottheimer.house.gov), led by Reps. Josh Gottheimer (D-NJ) and Tom Reed (R-NY) includes around 50 House members, both Republicans and Democrats. They have proposed a US pandemic aid package that amounts to $1.5 trillion…
Author(s): Robert Eisenbeis, Ph.D. | Thu September 17, 2020
The BLS Job Openings and Labor Turnover Survey (JOLTS) data come out with a lag, so we are now just getting a look at the July numbers. They do, however, help fill in some of the labor dynamics that are occurring within the economy as we adjust to the COVID-19 pandemic shock.
Author(s): Patricia Healy, CFA | Wed September 16, 2020
Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since the company’s inception in 1973, long before SMAs were popularized in the early 2000s.
Author(s): Leo Chen, Ph.D. | Tue September 15, 2020
Our last commentary on insider trading studied post-insider-purchase-spike (PIPS) market performance (https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-what-does-it-tell-us/). We found that the 6-month market return is 13.54% on average after the insider buy/sell ratio…
Author(s): David R. Kotok | Mon September 14, 2020
Dear snowbirds and tourists: There is no question that Florida’s businesses, restaurants, hotels, fishing guides, and theme parks need you and want you. It’s simple, our state economy depends on visitors, and we want you to come and we want you to spend your money. We’re hurting.