Tag Archives: William Witherell

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Cumberland Advisors Market Commentary – China Update – Ant Versus the State

Author: William Witherell, Ph.D., Post Date: November 9, 2020
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

Last week, the Ant Group was expected to list in Shanghai and Hong Kong the largest IPO in history. However, on Tuesday, November 3, the Shanghai Stock Exchange announced it had postponed the company’s listing, citing “major issues” that might cause it “not to meet the listing conditions or disclosure requirements.” The IPO listing was […]

Cumberland Advisors Market Commentary – China and Wall Street – Decoupling or Linking?

Author: Bill Witherell, Ph.D., Post Date: October 19, 2020
China and Wall Street – Decoupling or Linking by William Witherell, Ph.D

For at least three decades, under both Republican and Democratic administrations, the United States has urged China to open up its financial markets to foreign capital and foreign financial firms. However, as part of a broader strategy to decouple relationships with China, President Donald Trump’s administration appears to want global financial firms to pull back […]

Cumberland Advisors Market Commentary – International Equity ETF Q3 Overview and Outlook

Author: William Witherell, Ph.D., Post Date: October 5, 2020
Market Commentary - Cumberland Advisors - William 'Bill' Witherell - International Equity ETF Q3 Overview and Outlook

The global economy is expected to have registered a stronger than anticipated rebound in the third quarter with record-breaking growth rates after output collapsed in the first half of the because of the COVID-19 pandemic. The reopening of businesses and the easing of lockdowns and other restrictions in many countries allowed the rapid pickup in […]

Cumberland Advisors Market Commentary – UK Facing Virus Second Wave and Brexit Deadline

Author: William Witherell, Ph.D., Post Date: September 29, 2020
Market Commentary - Cumberland Advisors - UK Facing Virus Second Wave and Brexit Deadline

United Kingdom stocks are underperforming the Eurozone markets as the nation faces the double challenges of an upsurge in virus infections and time running out in the deadlocked negotiations with the EU on Brexit. Over the past three months through September 24, the iShares MSCI United Kingdom ETF, EWU, lost 5.0% on a total return […]

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 […]