Tag Archives: Economy

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Cumberland Advisors Market Commentary –  COVID, COVID, COVID! Recovery?

Author: David R. Kotok, Post Date: November 20, 2020
Cumberland Advisors Market Commentary - COVID, COVID, COVID! Recovery

A Bleak Short-Term COVID Outlook, Then Recovery Dawns Fact is, during the darkest hours before light breaks, dawn is already racing toward us across the surface of the turning world. That’s an image – a reassuring metaphor – that can sustain us now. America’s darkest hours in the COVID-19 pandemic lie just ahead, over the […]

Cumberland Advisors Market Commentary –  Yogi Response

Author: , Post Date: November 2, 2020
Market Commentary - Cumberland Advisors - Yogi Response

Commentaries regularly create opportunities to broaden the conversation with readers. A number of readers responded to my take on the election, “Yogi: It Aint Over,” posted on October 14 (https://www.cumber.com/yogi-it-aint-over/). Some readers questioned the DataTrek outline of stock market results. They speculated that, since a new president takes office four months into a federal budget year, […]

Cumberland Advisors Market Commentary – Hope – An Update

Author: Robert Eisenbeis, Ph.D., Post Date: October 2, 2020
Cumberland Advisors Market Commentary - Hope – An Update - Robert-Eisenbeis, Ph.D.

Our commentary “FOMC: Hope Now Seems to Be a Strategy” (https://www.cumber.com/cumberland-advisors-market-commentary-fomc-hope-now-seems-to-be-a-strategy/) focused on the FOMC’s latest decision to keep its target for the federal funds rate between 0–.25%, to change its strategy for policy going forward to focus on shortfalls in labor markets from what the Committee perceives to be full employment, and to shift […]

Cumberland Advisors Market Commentary – CIO Overview & Outlook

Author: David R. Kotok, Post Date: September 28, 2020
David R. Kotok

The second quarter of 2020 saw the worst quarterly decline in economic terms since the Great Depression of the 1930s. The US economy literally fell off the COVID cliff. This downdraft side of a very sharp “V” has already made an economic bottom. (It was foretold by the March 23 low in the stock market.) […]

Cumberland Advisors Market Commentary – Bipartisan House Members: “Enough Is Enough”

Author: David R. Kotok, Post Date: September 17, 2020

The bipartisan House Problem Solvers Caucus (https://problemsolverscaucus-gottheimer.house.gov), led by Reps. Josh Gottheimer (D-NJ) and Tom Reed (R-NY) includes around 50 House members, both Republicans and Democrats. They have proposed a US pandemic aid package that amounts to $1.5 trillion and continues unemployment aid at $450/week, increasing over time to $600/week but not to exceed a […]

Cumberland Advisors Market Commentary – Florida Schools & Florida’s Businesses?

Author: David R. Kotok, Post Date: September 13, 2020
Cumberland Advisors Market Commentary - Florida Schools & Florida's Businesses

Dear snowbirds and tourists: There is no question that Florida’s businesses, restaurants, hotels, fishing guides, and theme parks need you and want you. It’s simple, our state economy depends on visitors, and we want you to come and we want you to spend your money. We’re hurting. Some have asked us about visiting us at […]

Cumberland Advisors Market Commentary – The Second Wave of COVID-19 Confronts Western Europe

Author: William Witherell, Ph.D., Post Date: September 9, 2020
CA-Market-Commentary-The Second Wave of COVID-19 Confronts Western Europe

The rebound in the European economies following the sharp fall in March and April is threatened by a second wave of COVID-19 cases. As a result of vacation travel and an easing of restrictions, case growth in Western Europe has returned to levels last seen in May, with 1,094,194 confirmed cases as of the end […]