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): Cumberland Advisors | Sun March 22, 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 March 21, 2020
Fed Outstanding Repo Transactions March 3 - March 20
There was another $500 B max offer for 84 days of which only a small portion was taken. All the $500 B offers have been very much undersubscribed.
Author(s): Bob Bunting | Sat March 21, 2020
Our colleague Bob Bunting, meteorologist, professor, and former executive at both the National Oceanic and Atmospheric Administration (NOAA) and the National Center for Atmospheric Research (NCAR), is CEO of the Climate Adaptation Center (CAC) here in Sarasota, Florida.
Author(s): Leo Chen, Ph.D. | Fri March 20, 2020
Following the S&P 500’s outstanding performance in 2019, the continual all-time highs in the first quarter of 2020 were short-lived. Just days after the Dow soared to within 500 points of 30,000, the coronavirus outbreak brought the US equity market down by 30%, precipitating the fastest…
Author(s): John R. Mousseau & Matt McAleer | Thu March 19, 2020
Thank you for joining Cumberland Advisors for this midweek update on market conditions, bonds & equities with Matt McAleer and John Mousseau.
Author(s): David R. Kotok | Wed March 18, 2020
The March 12 issue of The Economist addresses the adjustments governments and their leaders are being forced to make as the world confronts COVID-19:
Author(s): Robert Eisenbeis, Ph.D. | Tue March 17, 2020
On Thursday, March 12, the Federal Reserve announced additional measures designed to send a message to markets that the Fed is there should it be needed. Pundits hyped that the Fed was going to inject up to $1.5 trillion of liquidity into financial markets, but that amount is misleading in many…
Author(s): Cumberland Advisors | Sun March 15, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat March 14, 2020
Cumberland portfolios hold no airline stocks, no transportation stocks, no hotel, leisure or hospitality stocks. Sector ETFs were sold. Some of these stocks are part of the broad based ETFs which are tied to an index basket. Now let’s look at airlines.
Author(s): Matthew McAleer | Thu March 12, 2020
Dear Clients & Friends,
We bring you this midweek update video discussing current market conditions and how we are positioning portfolios.
John offers his insights into how the bond market is behaving and Matt weighs in on what's happening in the equities market. There…