Several readers have asked about the Covid surge in Florida.  For Cumberland‘s office status, if you are planning a visit, please call for the most current status and office protocols. We are open with a blended schedule of in-person and some work-from-home. We…

In April, business activity in China slowed dramatically, following a contraction in March. This development is of global importance to policymakers and investors. The Chinese economy is the world’s second largest, behind only the US economy. While China had limited trade in the 1970s and early…

Commentators on the current state of equity markets have no shortage of explanations. Here is a brief list, which is by no means complete:

Today, we feature the second installment of the virtual and in-person series, “Ukraine: What’s Next?” sponsored by the University of South Florida and the Global Interdependence Center, in partnership with Cumberland Advisors and others. See https://www.youtube.com/…

We are going to open this commentary with five of the slides used at the April 27 USF-GIC virtual (and in person) conference on the Russia-Ukraine war and its impacts. The five-part series, “Ukraine: What’s Next?” https://www.eventbrite.com/e/ukraine-whats-next-tickets-333787847437, is a…

Manatee Educational Television (METV) and the University of South Florida are in the process of airing a five-part series, “Ukraine: What’s Next?” Cumberland Advisors is a sponsor and supporter, and the Global Interdependence Center is a program partner.

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On Thursday, May 19, 2022, the Global Interdependence Center and the Solve Long Covid Initiative will offer a one-day conference, “Long Covid: Research, Policy and Economic Impact.” This signature event offers attendees the opportunity to learn about the latest…

We’re talking bonds and the Fed today. Here are two links and a rant.   The first link is the May 6 video by my colleague of 20-plus years, John Mousseau, who happens to be the Director of Fixed Income as well as President and CEO at Cumberland. Here’s the link:  https://youtu.be/c9eQ2z121bg.  …

Today we are going to look at the credit spread of a Bloomberg intermediate-term BBB-rated bond cohort which is determined and priced AFTER removing the bonds of energy, metals, and mining. The series from Bloomberg is “BBB 5–10yr ex Energy, Metals, and Mining (H33730US Index).”

In an important new study, “Changes in Life Expectancy Between 2019 and 2021: United States and 19 Peer Countries,” the authors have set forth an alarming result of the Covid pandemic, which may have deep implications for US economic growth.   Here’s the link: https://www.medrxiv.org/content/10.…