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): John R. Mousseau, CFA, Patricia Healy, CFA, & Gabriel Hament | Wed February 13, 2019
There have been headlines recently describing the drop in state tax revenues versus forecasts for some of the higher-tax states such as California, New York, and New Jersey. Part of the falloff is due to an exodus of higher-income residents from high-tax states, such as the ones above, for…
Author(s): David R. Kotok | Wed February 13, 2019
US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns.
Author(s): Cumberland Advisors | Sun February 10, 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…
Author(s): | Sun February 10, 2019
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?
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.
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…
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…
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…
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…