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): David R. Kotok | Sun May 21, 2017
GIC saw a great start to the new year with programs in Philadelphia, Sarasota, and our first event in San Diego, as well as conferences in Singapore and Madrid.
Author(s): David R. Kotok | Sat May 20, 2017
The words are powerful as is the concept. “Obstruction of justice” is a term in law.
Author(s): Bill Witherell, Ph.D | Thu May 18, 2017
The pace of global economic growth is picking up after several years of weak performance. First-quarter results indicated a widespread advance at a modest pace, and leading indicators for the first month of the second quarter confirm the continuation of a solid and broad-based expansion in…
Author(s): John R. Mousseau, CFA | Tue May 16, 2017
President Trump’s firing of FBI Director James Comey sent a shot across Washington’s bow last week. Republicans and Democrats alike questioned the timing of the action and professed unease with the firing. Where the fallout from this episode ends up is open to speculation. Whether Congress…
Author(s): David R. Kotok | Sun May 14, 2017
See Gifted.
Go right now. Do not pass “Go.” Do not wait.
Watch it in the theater, get it on Netflix or download it somehow. But whatever you do, see it.
Author(s): David R. Kotok | Sat May 13, 2017
We’ve had seven client/consultant/prospect speeches and meetings in the last week. The hottest topic has been the Federal Reserve’s balance sheet and what changes in it will mean for markets.
Here are some points to consider. Some are retrospective, and some are prospective and therefore…
Author(s): Leo Chen, Ph.D. | Wed May 10, 2017
A year ago in May we published a “sell in May” portfolio that alternated between the Consumer Staples sector and the S&P 500. (See cumber.com/sell-in-may-but-dont-go-away/.) The concept was simple: Get defensive during a more volatile period, namely May–October. This year we want to share a…
Author(s): David R. Kotok | Tue May 9, 2017
Bob Parker, longtime head of GDP accounts at the Commerce Department’s Bureau of Economic Analysis, personal friend, and organizational (NABE, NBEIC) colleague, helped me develop a simplified approach to understanding the impact of President Trump’s policy on trade, as best we know it. Many…
Author(s): John R. Mousseau, CFA & Gabriel Hament | Sat May 6, 2017
The Trump tax proposal includes the elimination of state and local tax deductibility from federal taxes. We wrote last week about the potential effects of this change on the municipal bond market. See, Quick Take on Munis and the Trump Plan.
Author(s): Shaun Burgess | Fri May 5, 2017
For the first time in American history, a United States territory will seek what is essentially bankruptcy relief in federal court. Puerto Rico made headlines today with the Financial Oversight and Management Board’s (FOMB) decision to approve the usage of Title III to restructure the island’s…