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): Robert Eisenbeis, Ph.D. | Mon May 8, 2023
Last week saw the FOMC make one-and-one-half decisions on Wednesday, followed two days later with the release of the most recent jobs data. The FOMC raised the target range for its federal funds rate by 25 basis points to 5.00%–5.25%, as expected, and continued winding down the size of its…
Author(s): David R. Kotok | Sun May 7, 2023
The opening of the April 27th Economist article about the dollar started with this:
Author(s): David R. Kotok | Thu May 4, 2023
On May 2, The Bond Buyer, a leading municipal finance publication, reported the abrupt Treasury’s suspension of SLGS sales. Here is the opening of the article: The Treasury Department has suspended the sale of State and Local Government Series securities in what it characterized as a…
Author(s): David W. Berson, Ph.D. | Tue May 2, 2023
Summary
Author(s): David R. Kotok | Sun April 30, 2023
This Sunday, we decided to take a break from the serious business of the debt ceiling, federal deficit, Federal Reserve policy, banking crisis, and the rest of the list. Instead, we would like to offer three visual metaphors that depict the difficulties of the decision-making process that drives…
Author(s): Cumberland Advisors | Sat April 29, 2023
Author(s): David R. Kotok | Fri April 28, 2023
In the April 24 edition of his daily am/FX macro letter, Brent Donnelly gave us his take on day two of the Global Interdependence Center’s recent conference on “Cryptocurrency and the Future of Global Finance.” The focus of day two was Asia, and specifically China.
Author(s): David R. Kotok | Tue April 25, 2023
Discussion on the Monday morning internal portfolio-management strategy call within Cumberland included this quote, which I lifted from a Bloomberg Monday morning piece:
Author(s): Robert Eisenbeis, Ph.D. | Mon April 24, 2023
The FOMC will be meeting on May 2–3 and will be facing largely stale news on the state of the economy because of the lags in producing major economic data. For example, only the first of three releases of GDP for Q1 will be available for the committee, and only March data regarding personal…
Author(s): David R. Kotok | Sun April 23, 2023
Tennessee is famous for America’s first radio show: the Nashville-based Grand Ole Opry.