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): William Witherell, Ph.D. | Sat June 27, 2020
Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager Email | Bio
Author(s): David R. Kotok | Fri June 26, 2020
We’ve been compiling responses to our commentary on Forrest Gump’s advice. For those who missed it, here’s the link: https://www.cumber.com/cumberland-advisors-commentary-forrest-gumps-advice/. Now some quotes from readers.
Author(s): David R. Kotok | Thu June 25, 2020
“A Nasty, Short and Bitter Recession”: An Update
Author(s): Robert Eisenbeis, Ph.D. | Wed June 24, 2020
As reported previously, the Federal Reserve has embarked upon an evolving series of support and lending programs as part of its emergency response to the COVID-19 pandemic. As Chairman Powell stated in his post-FOMC meeting press conference and in subsequent Congressional testimony, the Fed has…
Author(s): David R. Kotok | Mon June 22, 2020
Happy Father’s Day.
I will be brief so that you can get right to this Sunday’s video offering — a wonderful message on YouTube.
Author(s): Cumberland Advisors | Sun June 21, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be…
Author(s): David R. Kotok | Sat June 20, 2020
Loretta Mester has a distinguished, multi-decade career with the Federal Reserve. She currently serves as president and CEO of the Federal Reserve Bank of Cleveland, votes on the FOMC, and immerses herself deeply in the issues of America’s banks and financial institutions. She agreed to an…
Author(s): David R. Kotok | Fri June 19, 2020
June 18, 2020, is the 47th anniversary of the founding of Cumberland Advisors.
Author(s): Robert Eisenbeis, Ph.D. | Thu June 18, 2020
To no one’s surprise, the FOMC in its June meeting reaffirmed its 0–25 basis-point target for the federal funds rate. Markets did not react well, especially since the announcement came on the heels of a fairly downbeat assessment by Chairman Powell regarding the expected slow path for the…
Author(s): David R. Kotok | Wed June 17, 2020
“Do you have a forecast for the November election?” asked a client. Matt McAleer and I were doing a joint account review conference call. The question has been increasingly raised in our client and consultant review meetings. At the moment the answer is “no.”