Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

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  • Q3 2019 Municipal Credit: Bond Market Dynamics, Natural Disasters, Green Bonds, State Rating Changes, & an Update on Single Ratings
     Author(s): Patricia Healy, CFA | Fri October 25, 2019



    Municipal bond credit quality remains relatively strong, as indications are still that upgrades are outpacing downgrades. S&P and Moody’s have both recently issued comments that corporate credit quality is weakening.


  • Brexit Uncertainty for Investors Persists
     Author(s): William Witherell, Ph.D. | Tue October 22, 2019



    The exceptional Saturday session of the United Kingdom’s Parliament, the first in 37 years, was expected to produce a decisive yes or no vote on the new Brexit deal Prime Minister Boris Johnson had negotiated with the European Union (EU).


  • Turkey & Trump
     Author(s): David R. Kotok | Sun October 20, 2019



    Here is an updated report from Al Jazeera on the Turkey ceasefire and related developments. While it reflects network leanings, they are much different from the CNN-Fox distortions, and more facts may often be gleaned.


  • Cumberland Advisors Week in Review (Oct 14, 2019 - Oct 18, 2019)
     Author(s): Cumberland Advisors | Sun October 20, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • Tiburon's Open Letter to the Industry
     Author(s): David R. Kotok | Thu October 17, 2019



    On Tuesday, Oct.


  • Taxing Wealth Instead of Income, Part 2
     Author(s): Robert Eisenbeis, Ph.D. | Wed October 16, 2019



    As a follow-up to David Kotok’s piece last week on taxing wealth (https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/), it may be useful to remind readers what the potential incentive effects might be when it comes to the implications of wealth tax proposals to tax wealth…


  • Warren?
     Author(s): David R. Kotok | Tue October 15, 2019



    Elizabeth Warren (@ewarren)

    “On my first day as president, I will sign an executive order that puts a total moratorium on all new fossil fuel leases for drilling offshore and on public lands. And I will ban fracking—everywhere.” (Twitter, 4:26 PM, Sep 6, 2019)


  • Cumberland Advisors Week in Review (Oct 07, 2019 - Oct 11, 2019)
     Author(s): Cumberland Advisors | Sun October 13, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • 2019 Q3 Strategy Reviews - Links to All Commentaries
     Author(s): Cumberland Advisors | Sat October 12, 2019




  • Wealth Tax
     Author(s): David R. Kotok | Thu October 10, 2019



    Democratic presidential candidates Castro, Sanders, and Warren have explicitly sponsored wealth taxation.

    Readers may view the candidates’ proposals at their campaign websites:


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch