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): Leo Chen, Ph.D. | Thu August 27, 2020
Insider trading often refers to acting on material nonpublic information. However, when company employees buy and sell their own stocks, it is also called insider trading, which is permitted by the SEC. We will only discuss the second type of insider trading today. As many investors have wondered,…
Author(s): David R. Kotok | Tue August 25, 2020
My friend Christopher Whalen has written an excellent commentary on the ongoing debate about LIBOR versus SOFR (the secured overnight funding rate). Here’s the link to his publicly available essay: https://www.theinstitutionalriskanalyst.com/post/libor-is-dead-long-live-sofr-really. We recommend…
Author(s): David R. Kotok | Mon August 24, 2020
We’ve prepared a series of Beveridge curve graphics so that readers can see the dramatic changes in the composition and direction of various labor-force-related measures. We are using a visual Beveridge curve approach. The charts (30 of them) are available from our website. Below is the…
Author(s): Cumberland Advisors | Sun August 23, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): William Witherell, Ph.D. | Fri August 21, 2020
The Japanese economy, the globe’s third largest (following those of the US and China), shrank by a record 7.8% in the second quarter. This decline was less than the 9.5% fall in the US economy and the 10.1% drop in the German economy. However, it was more than double neighboring South Korea’s 3.3%…
Author(s): Robert Eisenbeis, Ph.D. | Thu August 20, 2020
During an August 14, 2020, lecture at the Center for Financial Stability, Charles Goodhart (former member of the Bank of England’s Monetary Policy Committee and professor at the London School of Economics) mused about the US’s current economic slowdown and the prospects for inflation that might…
Author(s): | Tue August 18, 2020
The US presidential race may be tighter than many think. Let’s survey diverse perspectives on the race, its issues, and its market implications, starting with Nate Silver’s August 16 analysis at FiveThirtyEight.
Author(s): | Mon August 17, 2020
On July 29, I posed questions to readers in a commentary titled “US Stock Market Sectors and Gainesville, Florida,” https://www.cumber.com/cumberland-advisors-market-commentary-us-stock-market-sectors-gainesville-florida/. News had just broken about University of Florida Health…
Author(s): Cumberland Advisors | Sun August 16, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat August 15, 2020
Dear Readers: This is an appeal to Democrats, Republicans, and Independents, House Members and Senators, and including those on the far right and on the far left of American politics. The nation needs you to set aside the partisan politics. Students, their teachers, businesses, investors, the…