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 August 27, 2023
Author(s): David R. Kotok | Sun August 20, 2023
Every morning at Cumberland we circulate a spreadsheet of several different interest rates, examine them for changes, and compare them with their historical paths. Below this narrative is an extract of part of the spreadsheet for August 16, 2023.
Author(s): Cumberland Advisors | Sat August 19, 2023
Author(s): David R. Kotok | Sun August 13, 2023
Author(s): Cumberland Advisors | Sat August 12, 2023
Author(s): Patricia M. Healy, CFA | Mon August 7, 2023
The second quarter of the year saw fears of banking contagion abate, the continuation of Fed rate hikes to battle inflation, and concern about recession.
Author(s): David R. Kotok | Sun August 6, 2023
Several readers responded to our July 30 commentary, “The Cost of Debt Ceiling Crisis” (
Author(s): Cumberland Advisors | Sat August 5, 2023
Author(s): John R. Mousseau, CFA | Fri August 4, 2023
Fitch Ratings downgraded the US government’s credit rating on August 1st. Fitch took the rating down to AA+, one notch from the previous AAA rating. We believe this is a combination of Fitch’s view of the large US government deficit and the standoff between President Biden and House Republicans…
Author(s): David R. Kotok | Tue August 1, 2023
We’re headed to Maine for the 33rd year of visiting the St. Croix River Valley and, specifically, the Village of Grand Lake Stream, ME. (https://grandlakestream.org) The village itself has about a 100 year-round population. It has one store. No traffic lights.