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 | Thu September 7, 2023
Texas declared an emergency from heat, then withdrew it. https://www.fox7austin.com/news/ercot-says-normal-operations-r
Author(s): David W. Berson, Ph.D. | Wed September 6, 2023
Summary
Author(s): William H. Witherell, Ph.D. | Fri September 1, 2023
Midway through the third quarter of the year, economic activity in the Eurozone appears to be entering a period of stagnation. The composite (manufacturing and services) August Flash PMI (Purchasing Managers’ Index) dropped to its lowest level since November 2007. This is the third consecutive…
Author(s): David R. Kotok | Sun August 27, 2023
Author(s): David R. Kotok | Sun August 20, 2023
Every morning at Cumberland we circulate a spreadsheet of several different interest rates, examine them for changes, and compare them with their historical paths. Below this narrative is an extract of part of the spreadsheet for August 16, 2023.
Author(s): Cumberland Advisors | Sat August 19, 2023
Author(s): David R. Kotok | Sun August 13, 2023
Author(s): Cumberland Advisors | Sat August 12, 2023
Author(s): Patricia M. Healy, CFA | Mon August 7, 2023
The second quarter of the year saw fears of banking contagion abate, the continuation of Fed rate hikes to battle inflation, and concern about recession.
Author(s): David R. Kotok | Sun August 6, 2023
Several readers responded to our July 30 commentary, “The Cost of Debt Ceiling Crisis” (