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): Cumberland Advisors | Sat February 18, 2023
Dear Clients & Friends,
Author(s): David R. Kotok | Sun February 12, 2023
“Insanity is doing the same thing over and over again and expecting different results.” Let’s get to 50 years of insanity and counting! First, we explore the SEP (Summary of Economic Projections) released in December by the Federal Reserve. In conjunction with the Federal Open Market Committee…
Author(s): Cumberland Advisors | Sat February 11, 2023
Dear Clients & Friends, This Friday, February 10, 2023 Week in Review is Cumberland Advisors’ end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and John R. Mousseau, President, CEO, and…
Author(s): David R. Kotok | Tue February 7, 2023
Nearly every talking head on financial TV points to the yield curve as currently being “inverted.” In other words, the short-term interest rate on US Treasury bills is higher than the interest rate on medium-term US Treasury notes. As this commentary is written, the one-year T-bill rate is about…
Author(s): David W. Berson, Ph.D. | Mon February 6, 2023
Summary
Author(s): David R. Kotok | Sun February 5, 2023
In his recent press conference, Fed Chair Jerome Powell used the term “disinflation” 12 times. Yahoo Finance called it out as the “Key Word”.
Author(s): Cumberland Advisors | Sat February 4, 2023
Dear Clients & Friends,
Author(s): Robert Eisenbeis, Ph.D. | Fri February 3, 2023
As expected, the FOMC raised the target range for the federal funds rate by 25 basis points to 4.5%–4.75%.
Author(s): David R. Kotok | Fri February 3, 2023
Registration is now open for a special series on the Russo-Ukraine war. The link below will take you to upcoming sessions in February, March, and April.
Author(s): David R. Kotok | Wed February 1, 2023
Here’s a quick update on the US Equity ETF portfolio.