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, 2023
I want to start this commentary with a personal statement: The opinion that I articulate at the end of this commentary is my personal view. I have colleagues who agree and also those who disagree. I’m writing this piece in support of the Federal Reserve and the actions it took to avert a…
Author(s): David R. Kotok | Wed May 17, 2023
About a year ago, we published a commentary titled, “A Bond Metric for Stock Markets?” (
Author(s): William H. Witherell, Ph.D. | Mon May 15, 2023
The stock markets of the United Kingdom and France are the largest in Europe. The UK and French economies are among the largest in Europe. The two countries on opposite sides of the Channel share a centuries long history of economic and political competition. Their stock markets currently face…
Author(s): David R. Kotok | Sun May 14, 2023
When we’re all done, things boil down to this: There are three types of banks.
Author(s): Cumberland Advisors | Sat May 13, 2023
The Cumberland Advisors Week in Review is a digest 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.
Author(s): Cumberland Advisors | Wed May 10, 2023
A Cryptocurrency Conference organized by the Global Interdependence Center and hosted by the University of South Florida Sarasota-Manatee Campus. Speakers explored cryptocurrency in depth through two days of panel discussions including keynote remarks from Christopher J. Waller, Ph.D., Member of…
Author(s): David R. Kotok | Tue May 9, 2023
Joe McAlinden has given us permission to share his excellent discussion (May 1) of JPMorgan and First Republic. We are copying the entire discussion below. We thank Joe for granting permission. __________
Author(s): Robert Eisenbeis, Ph.D. | Mon May 8, 2023
Last week saw the FOMC make one-and-one-half decisions on Wednesday, followed two days later with the release of the most recent jobs data. The FOMC raised the target range for its federal funds rate by 25 basis points to 5.00%–5.25%, as expected, and continued winding down the size of its…
Author(s): David R. Kotok | Sun May 7, 2023
The opening of the April 27th Economist article about the dollar started with this:
Author(s): David R. Kotok | Thu May 4, 2023
On May 2, The Bond Buyer, a leading municipal finance publication, reported the abrupt Treasury’s suspension of SLGS sales. Here is the opening of the article: The Treasury Department has suspended the sale of State and Local Government Series securities in what it…