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): Cumberland Advisors | Sat December 30, 2023
Author(s): David W. Berson, Ph.D. | Fri December 29, 2023
A look back at 2023: The recession that wasn’t.
Author(s): William H. Witherell, Ph.D. | Wed December 27, 2023
International equity markets are ending the year participating in the rally in global risk assets. Previous concerns about recessions over the coming quarters have eased, as has inflation, while prospects for central banks to begin reducing policy interest rates around midyear have improved. Yet…
Author(s): Robert Eisenbeis, Ph.D. | Tue December 26, 2023
Markets have reacted strongly to the most recent FOMC decision (to hold the federal funds rate at 5.25–5.5%) and that the Summary of Economic Projections (SEPs) included the likelihood of three rate cuts in 2024. In fact, it could be argued that markets have already priced in those three rate…
Author(s): David R. Kotok | Sun December 24, 2023
I’ve been writing about how the political dysfunction in the House of Representatives has a cost in financial terms. There are some readers who have politically supported the shutdown and debt-ceiling-fight tactics. Those readers allege that there is no cost. Those readers are declared supporters…
Author(s): Cumberland Advisors | Sat December 23, 2023
Author(s): David R. Kotok | Fri December 22, 2023
The yearend 2023 outlook starts with a Federal Reserve on hold. The financial markets have witnessed a dramatic “pivot” in policy. The outlook for interest rates went from “higher for longer” to “high for a while” to an expectation of rate cuts in 2024.
Author(s): David R. Kotok | Tue December 19, 2023
Author(s): David R. Kotok | Sun December 17, 2023
We received many responses to our Dec. 10 commentary, “Florida Insurance?
Author(s): Cumberland Advisors | Sat December 16, 2023