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 | Fri July 24, 2020
There are many prescriptions and forecast models for a coming inflation or the lack of it. They range widely. Some forecasts include deflation.
Author(s): David R. Kotok | Wed July 22, 2020
The extraordinary and massive COVID-19 economic shock has triggered another first-time action by our nation’s central bank. The Fed now has expanded a facility directed at lending to nonprofits.
Author(s): William Witherell, Ph.D. | Tue July 21, 2020
China’s economy, the second largest in the world after that of the United States, is recovering from a sharp slowdown in the first quarter of the year. The first estimate of the annualized second-quarter GDP growth rate is +3.2% versus 2.4% expected, a strong reversal from -6.8% in the first…
Author(s): David R. Kotok | Mon July 20, 2020
Last Sunday morning we offered readers “The Room Where It Happened” (https://www.cumber.com/cumberland-advisors-market-commentary-the-room-where-it-happened/). We thank many readers for their kind replies. Here are just a few.
Author(s): Cumberland Advisors | Sun July 19, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri July 17, 2020
John Mousseau did a live (online) presentation with Oxford University on Monday June 29th about insights on the bond markets, the macroeconomic landscape, and his take on potential career choices for students interested in finance and investing. His presentation topic was:
Bond…
Author(s): David R. Kotok | Wed July 15, 2020
You might have noticed that there has been quite a flap lately about the idea that COVID-19 may be transmitted through the air. But isn’t that old news? Haven’t we recognized from the outset that we needed to distance ourselves from one another to minimize airborne spread of the virus?
Author(s): David R. Kotok | Mon July 13, 2020
“The Room Where It Happened” is a popular theme these days. Not just the book (surprise, surprise!), but also the song. Let’s use this missive to talk about it.
Author(s): Cumberland Advisors | Sun July 12, 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 July 11, 2020
The Federal Reserve continues to support financial markets, including the commercial paper market, the repo market, the municipal securities market, money market mutual funds, central bank liquidity swaps, and primary dealers. This is in addition to the usual discount window facility that…