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 September 13, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat September 12, 2020
Nineteen years ago, September 11, 2001:
7:59 am: American Airlines Flight 11 departed Boston for Los Angeles. 8:14 am: United Airlines Flight 175 departed Boston for Los Angeles. 8:20 am: American Airlines Flight 77 departed Washington DC for Los…
Author(s): David R. Kotok | Fri September 11, 2020
Art Cashin, a UBS stalwart and CNBC commentator from the NYSE floor, is a dear friend and marvelous and sensitive gentleman. He is revered by those who know him as the dean of the investment university called the American stock market. Art was kind enough to give us…
Author(s): William Witherell, Ph.D. | Thu September 10, 2020
The rebound in the European economies following the sharp fall in March and April is threatened by a second wave of COVID-19 cases. As a result of vacation travel and an easing of restrictions, case growth in Western Europe has returned to levels last seen in May, with 1,094,194 confirmed cases…
Author(s): Robert Eisenbeis, Ph.D. | Wed September 9, 2020
In most data releases during the pandemic, it is possible to find some things that are positive and some that are negative, and the extent to which one thing is emphasized over another tends to be influenced in today’s world by politics. The new CES jobs report released by BLS is no exception.…
Author(s): David R. Kotok | Mon September 7, 2020
Brent Donnelly is a good friend and fellow camper at Leen’s Lodge. He is also a highly respected senior FX dealer at HSBC New York and the author of The Art of Currency Trading and the daily FX commentary AM/FX. On September 3, Brent penned “Echoes of ’68,” a thought-provoking comparison of the…
Author(s): Cumberland Advisors | Sun September 6, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri September 4, 2020
A COVID-19 resurgence seems about to begin. Schools reopening will be one of the vectors.
Author(s): | Tue September 1, 2020
Steve Sexauer and I spent about an hour discussing a superb paper he coauthored with Laurence Siegel. I recommend it to readers. It will give investors and decision makers some perspective on how to navigate through the COVID-19 shock and out the other side. Here’s the link.
https://…
Author(s): David R. Kotok | Mon August 31, 2020
Congratulations to all. We’ve now endured and survived two political conventions. According to various pollsters, we’re mostly unchanged in our political views. We have witnessed two starkly contrasting and totally scripted messages. And we’ve had two hurricanes and massive wildfires, on top of…