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.

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  • Cumberland Advisors Week in Review (Oct 28, 2019 - Nov 01, 2019)
     Author(s): Cumberland Advisors | Sun November 3, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • What the FOMC Said
     Author(s): Robert Eisenbeis, Ph.D. | Sat November 2, 2019



    Following the FOMC’s announcement of its third consecutive rate cut after its meeting this week, speculation immediately broke out among market participants about whether additional cuts or even rate increases might be on the horizon going into 2020. However, such speculation is probably more…


  • Fire and Water
     Author(s): Patricia Healy, CFA | Sat November 2, 2019



    The fires engulfing parts of California are feared to become the nation’s worst fire disaster, possibly surpassing 2017 and 2018 fire events. Spurred on by wind gusts of up to 80 mph, this disaster harkens back to Superstorm Sandy, which occurred seven years ago, in October 2012.


  • Markets & The Deficit
     Author(s): David R. Kotok | Thu October 31, 2019



    The latest federal deficit numbers show the Trump budget implementation running about $1 trillion annualized. Here’s the link to a PDF that contains details and projections by the Congressional Budget Office: https://www.cbo.gov/system/files?file=2019-01/54918-Outlook-AppendixC.pdf.


  • Taxing Wealth Series
     Author(s): Cumberland Advisors | Mon October 28, 2019



    Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you'll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses.…


  • Cumberland Advisors Week in Review (Oct 21, 2019 - Oct 25, 2019)
     Author(s): Cumberland Advisors | Sun October 27, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • The Kiplinger Tax Map: Guide to State Income Taxes, State Sales Taxes, Gas Taxes, Sin Taxes
     Author(s): David R. Kotok | Sat October 26, 2019



    We’re again returning to the complex subject of wealth taxation. Why? A number of readers have asked us for further details about it.


  • Q3 2019 Municipal Credit: Bond Market Dynamics, Natural Disasters, Green Bonds, State Rating Changes, & an Update on Single Ratings
     Author(s): Patricia Healy, CFA | Fri October 25, 2019



    Municipal bond credit quality remains relatively strong, as indications are still that upgrades are outpacing downgrades. S&P and Moody’s have both recently issued comments that corporate credit quality is weakening.


  • Brexit Uncertainty for Investors Persists
     Author(s): William Witherell, Ph.D. | Tue October 22, 2019



    The exceptional Saturday session of the United Kingdom’s Parliament, the first in 37 years, was expected to produce a decisive yes or no vote on the new Brexit deal Prime Minister Boris Johnson had negotiated with the European Union (EU).


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



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


 

 

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

Plutarch