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): | 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…
Author(s): David R. Kotok | Fri August 14, 2020
This is part 2 in a series on interest rates and yield curve controls. Here’s the link to part 1: https://www.cumber.com/cumberland-advisors-market-commentary-interest-rates-and-yield-curve-control-part-1/
Author(s): Robert Eisenbeis, Ph.D. | Wed August 12, 2020
Each month, the BLS produces a wealth of data from both its household survey and its establishment survey. The latter, in particular, gives us a view of where jobs are actually being created during this terrible pandemic. Normally, the data widely cited from these surveys are seasonally adjusted,…
Author(s): John R. Mousseau, CFA & Patricia Healy, CFA | Tue August 11, 2020
The Northeast continues to clean up from Hurricane Isaias, which swept up the Atlantic coast to New York and parts of New England on Thursday.
Author(s): David R. Kotok | Tue August 11, 2020
“The Trimmed Mean PCE inflation rate is an alternative measure of core inflation in the price index for personal consumption expenditures (PCE). It is calculated by staff at the Dallas Fed, using data from the Bureau of Economic Analysis (BEA).” Through June 2020, “The Trimmed Mean PCE inflation…
Author(s): David R. Kotok | Mon August 10, 2020
“All politics is local,” Tip O’Neill famously observed. (In fact, this former Speaker of the House wrote a book by that title.)
Author(s): Cumberland Advisors | Sun August 9, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri August 7, 2020
We track many spreads at Cumberland and circulate a key summary of them every morning. For this public commentary I extracted the ones you see below (the last 7 items are the key ones to examine) because they help tell the story of how the Fed’s activities have decreased risk pricing in the…