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): David R. Kotok | Sun March 10, 2024
Sam Rines penned this as a Managing Director of CORBŪ and has granted me permission to share his entire discussion about oil, Guyana, etc. with our readers. He is right on the mark. I thank Sam for his analysis and letting me share it with our readers.
Author(s): Norman Dempsey, MBA | Sat March 9, 2024
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older and/or guest…
Author(s): David R. Kotok | Mon March 4, 2024
We believe that the effects of Covid on the economy and financial markets are diminishing. And we believe that the Phillips Curve (which represents the tradeoff between inflation and unemployment) is supporting this. For now, we want to share a long-term chart of the Phillips curve. The…
Author(s): David R. Kotok | Sun March 3, 2024
We thank readers for their many comments about our Cuba series. The three parts are available here:
Author(s): David R. Kotok | Tue February 27, 2024
A few readers have questioned the use of credit default swap (CDS) prices as a determining factor in setting interest rates. Please note that CDS is beyond the control of the Federal Reserve. Prices about the default risk insurance on the United States are set in global markets and really…
Author(s): David R. Kotok | Sun February 25, 2024
As my colleague John Mousseau recently noted in a weekend video, the tax-free Muni bond market outperformed the US Treasury bond market during the weakness period of trading a few days ago. The question asked by a client was, “Why”?Here’s a possible explanation.
Author(s): Robert Eisenbeis, Ph.D. | Fri February 23, 2024
Each year, the FOMC’s first order of business is to elect officers. This year, Federal Reserve Board Chairman Jerome Powell was once again elected to be chairman of the FOMC. On February 2, former president Donald Trump stated that he would not reappoint Powell as chairman of the Federal Reserve…
Author(s): David R. Kotok | Thu February 22, 2024
Here’s the link to the latest Congressional Budget Office (CBO) projection: “The Budget and Economic Outlook: 2024 to 2034,”
Author(s): David R. Kotok | Sun February 18, 2024
The four parts to this Cuba series are all available here:
Author(s): David R. Kotok | Tue February 13, 2024
Eric Hale is the founder of the Fintech company Trader Oasis (https://traderoasis.com).