Tag Archives: William Witherell

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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 […]

Barron’s – Shinzo Abe’s Resignation Could Be an Entry Point for Japanese Stocks, Analysts Say

Author: , Post Date: August 28, 2020

Excerpt from “Shinzo Abe’s Resignation Could Be an Entry Point for Japanese Stocks, Analysts Say” By Leslie P. Norton – Aug. 28, 2020 The resignation of Japanese Prime Minister Shinzo Abe, Japan’s longest-serving prime minister, could create an entry point for Japanese equities, analysts said. Daiju Aoki, regional CIO Japan for UBS Securities, believes Japanese […]

Cumberland Advisors Market Commentary – Japan’s Economy, Stocks, and Corporate Governance

Author: William Witherell, Ph.D., Post Date: August 20, 2020
Market Commentary - Cumberland Advisors - Japan’s Economy, Stocks, and Corporate Governance

The Japanese economy, the globe’s third largest (following those of the US and China), shrank by a record 7.8% in the second quarter. This decline was less than the 9.5% fall in the US economy and the 10.1% drop in the German economy. However, it was more than double neighboring South Korea’s 3.3% drop. Taiwan’s […]

Cumberland Advisors Market Commentary – Why Investors Are Looking at Taiwan

Author: William Witherell, Ph.D., Post Date: August 5, 2020
Market Commentary - Cumberland Advisors - Why Investors Are Looking at Taiwan

Consider a place that has had only 476 Covid-19 cases and just 7 deaths. This sounds like a rural town in the US with a small population and good access to medical care. Actually, it is Taiwan, a small country in Asia with a very dense population of 23.6 million people, situated about 100 miles […]

Cumberland Advisors Market Commentary – Chinese Economy: Global Locomotive but Significant Risks

Author: William Witherell, Ph.D., Post Date: July 20, 2020
Market Commentary - Cumberland Advisors - Chinese Economy Global Locomotive but Significant Risks

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 quarter. The advance indicates that […]

South Korea vs. Brazil: Smart Policies and Practices Save Lives

Author: William Witherell, Ph.D., Post Date: June 26, 2020

Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager Email | Bio There are sharp differences in the way countries have responded to the global pandemic caused by the COVID-19 virus. A comparison of the recent experiences of South Korea, widely recognized as having the best organized COVID-19 defense, and Brazil, a strong contender for […]

Cumberland Advisors Market Commentary – Mexico’s Twin Crises: The Pandemic and a Plunging Economy

Author: William Witherell, Ph.D., Post Date: June 4, 2020
Market Commentary - Cumberland Advisors - Mexico's Twin Crises The Pandemic and a Plunging Economy

South of the border, our neighbor and the second largest economy in Latin America, Mexico, is experiencing a severe and still worsening health crisis due to the COVID-19 pandemic. The dire effects of the illness itself are compounded by a brutal decline in the economy, which at the start of 2020 had already been in […]

Cumberland Advisors Market Commentary – Cry for Brazil, and also for Latin America

Author: William Witherell, Ph.D., Post Date: May 20, 2020
Market Commentary - Cumberland Advisors - Cry for Brazil, and also for Latin America by William Witherell, Ph.D

The coronavirus is tearing through Brazil, a country ill-equipped to fight the pandemic. It’s hard-right populist leader, Jair Bolsonaro, has dismissed the virus as a “little flu.” COVID-19 is spreading through the population of 210 million, savaging both the inhabitants of the indigenous villages of the Amazon and the 13 million people packed together in […]

Cumberland Advisors Market Commentary – Risking an Investment War with China

Author: William Witherell, Ph.D., Post Date: May 15, 2020
Market Commentary - Cumberland Advisors - Risking an Investment War with China by William Witherell, Ph.D

Not having learned the costly lessons of a US-China trade war, the US government has now taken action that risks triggering an investment war with China that could have serious negative effects on the economies of both countries at a time when each will be seeking to recover from the heavy impacts of the COVID-19 […]

Cumberland Advisors Market Commentary – The UK Economy Falls Off the Cliff; Brexit Negotiations Resume

Author: William Witherell, Ph.D., Post Date: April 24, 2020
Market Commentary - Cumberland Advisors - The UK Economy Falls Off the Cliff; Brexit Negotiations Resume

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 a 35% decline in the UK’s […]