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 May 1, 2020
As the SARS-CoV-2 coronavirus emerged in Wuhan, spread throughout China (as millions of Wuhan residents fled their city), and then found its way overseas to cause a global pandemic, pressure mounted on governments to justify their actions in response, and a blame game soon ensued, with the…
Author(s): Robert Eisenbeis, Ph.D. | Wed April 29, 2020
Congress and the Trump administration have embarked upon a massive federal stimulus program to mitigate the impact of the coronavirus on the US economy.
Author(s): David R. Kotok | Mon April 27, 2020
Philippa Dunne and Doug Henwood provide a terrific daily research service, TLR Analytics, that focuses mostly on the component details of the American labor force. They report high-frequency information and offer dissection of details. In times like the present, these “nuggets” are helpful for…
Author(s): Cumberland Advisors | Sun April 26, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): William Witherell, Ph.D. | Sat April 25, 2020
The economic situation in the UK has worsened dramatically in just the month and a half since our March 4th commentary on the subject. Last week, the Bank of England’s (BOE) governor, Andrew Bailey, told journalists that he did not disagree with the Office for Budget Responsibility’s forecast of…
Author(s): John R. Mousseau, CFA | Fri April 24, 2020
Senate Majority Leader McConnell yesterday was reported by Bloomberg News as saying that he "would certainly be in favor of allowing states to use the bankruptcy route” rather than giving them a Federal bailout. This reminded us of 2010 when Meredith Whitney, a noted bank analyst, predicted that…
Author(s): David R. Kotok | Thu April 23, 2020
Straight Talk on Masks from Anthony Fauci
Author(s): Peter A. Gold, Esquire & Jeffrey P. Gold, MD | Tue April 21, 2020
There is a lot of competing information in circulation relating to the current coronavirus pandemic and there is now a rush to offer opinion on how to best reopen economies and communities in a safe manner. It is our honor and privilege to introduce you to the following authors who also happen…
Author(s): David R. Kotok | Mon April 20, 2020
Surprisingly, the German term Sturm und Drang originated with the American Revolution in 1776.
Author(s): Cumberland Advisors | Sun April 19, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.