Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

SUBSCRIBE TO MARKET COMMENTARY
  • Gold
     Author(s): David R. Kotok | Tue February 5, 2019



    What do 72 countries – including developed nations such as Canada, Australia, Japan, and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran, and Russia; and small countries such as Burundi, Haiti, Myanmar, Syria, and Tonga – all have in common?


  • Shutdown #5
     Author(s): David R. Kotok | Fri February 1, 2019



    My colleague Norm Dempsey reminded me to thank all the readers of our shutdown series for their emails and messages. He also noted we should do the same for those who supported the climate change series. We concur with Norm.


  • Tax the Rich
     Author(s): Robert Eisenbeis, Ph.D. | Wed January 30, 2019



    As the political season begins to heat up for 2020, we have seen an increasing number of proposals to provide free education, free healthcare, a universal guarantee of a living wage, etc. With an historic level of public debt topping $21 trillion and a deficit of nearly $1 trillion and projected…


  • European Growth Concerns Deepen
     Author(s): William Witherell, Ph.D. | Tue January 29, 2019



    The latest economic indicators reveal that the economic slowdown in Europe persists. President Draghi of the European Central Bank (ECB) has underlined the continued weakness, expectations for softer near-term growth, and downside risks. The International Monetary Fund (IMF) has lowered its…


  • Shutdown #4
     Author(s): David R. Kotok | Sun January 27, 2019



    Here is a link to an FBI report on what the shutdown is doing to safety and law enforcement and all that is related to those concerns. The report is entitled Voices from the Field (https://www.fbiaa.org/sites/default/files/downloadable/FBIAA%20Voices%20from%20the%20Field.pdf). The FBI describes…


  • Watch Recorded Livestream of Climate Change Summit at University South Florida Sarasota-Manatee
     Author(s): Cumberland Advisors | Sat January 26, 2019



    Cumberland Advisors' Patty Healy is participating in the Climate Change Summit held at USF Sarasota-Manatee today, January 25, 2019. She'll be speaking to the audience about municipal bond ratings relating to how prepared these entities are for severe weather events, the impacts of climate…


  • Shutdown #3
     Author(s): David R. Kotok | Fri January 25, 2019



    We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more.


  • Shutdown. Markets. #2.
     Author(s): David R. Kotok | Thu January 24, 2019



    We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/).


  • Shutdown and Markets
     Author(s): David R. Kotok | Wed January 23, 2019



    The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown.

    Why?


  • Cumberland Advisors Week in Review (Jan 14, 2019 - Jan 18, 2019)
     Author(s): Cumberland Advisors | Sun January 20, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch