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
  • Clams or Gold
     Author(s): Robert Eisenbeis, Ph.D. | Sat July 13, 2019



    Johnny Hart, the creator of the comic strip BC, created an economy in which clams served as currency. Clams were plentiful, so no one ran out of currency, except that an occasional clam had cartoon legs and opted for a different career. A currency in the form of a good is of course nothing new…


  • June Camp Kotok Report
     Author(s): David R. Kotok | Fri July 12, 2019



    Much of the discussion at Camp Kotok in June is private and respectful of the Chatham House Rule. Unlike the August hubbub, June is smaller and without press. There are some items of conversation we can make available to readers. Here is a list. My views about the Fed come last.


  • Investing in European Equities
     Author(s): William Witherell, Ph.D. | Thu July 11, 2019



    Just days after US President Trump announced a ceasefire and resumption of trade negotiations with China, the US Trade Representative proposed new tariffs on 89 European Union (EU) goods worth $4 billion. These levies are in response to concerns about aircraft subsidies and would be added to the…


  • Jobs and Other Thoughts
     Author(s): Robert Eisenbeis, Ph.D. | Wed July 10, 2019



    Earlier in the week, before July 4th, ADP released its jobs report for June and predicted that the economy had only created a modest increase of 102K jobs on the heels of May’s 75K. The press picked up that number with headlines like “Job Creation Has Another Rough Month in June as Private…


  • Borders
     Author(s): David R. Kotok | Tue July 9, 2019



    “You have a platform. Can you write about this issue?” The email from D. triggered this longer commentary, and we hope our remarks will trigger some much-needed discussion about the means our country is employing to protect its national borders, and about the subject of conflict across borders…


  • Happy 4th of July!
     Author(s): Cumberland Advisors | Sat July 6, 2019



    Happy 4th of July from the Cumberland Advisors family to yours!


  • Do you follow Cumberland Advisors on Social Media?
     Author(s): Cumberland Advisors | Thu July 4, 2019



    Cumberland Advisors engages with our clients, friends, and the general public through our email list and via social media. Twitter and YouTube are the channels you'll find us most active but we also reach out via Facebook, LinkedIn, and our content is distributed through a number of other…


  • Cumberland Advisors Guest Commentary - Outlook for the 2019 Hurricane Season
     Author(s): Bob Bunting | Wed July 3, 2019



    Bob Bunting brings his established credentials, including being a Director of the University Corporation for Atmospheric Research and a Lead Forecast for NOAA, to this guest commentary. He also mentions the Climate Adaptation & Mitigation Center (CAC), of which he is the CEO and which I…


  • Osaka and the DMZ
     Author(s): David R. Kotok | Mon July 1, 2019



    Ceasefire:  An agreement to temporarily stop shooting while trying to reach a truce

    Truce:  A more durable cessation of shooting while antagonists attempt to reconcile differences and reach a peace treaty


  • 2Q2019 Review: Puerto Rico
     Author(s): Shaun Burgess | Sat June 29, 2019



    The second quarter of 2019 has been a busy one for the Commonwealth of Puerto Rico. Milestones mired in controversy, optimism dampened by frustration, and increasing uncertainty have all been part of the experience.


 

 

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

Plutarch