“How was Cuba?” is the question I’ve been asked several times since I returned from the Global Interdependence Center (GIC) delegation’s trip to Cuba January 8–12, 2023.   

The Cumberland Advisors Week in Review is a recap 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. We may include older commentaries that our editors have determined may be…

International institutions, including the International Monetary Fund, the World Bank, and the OECD, have all warned of a downturn in the global economy commencing in the fourth quarter of last year and continuing in the early months of 2023.

The evidence indicates that the Fed’s rate hikes are having the desired effects. Not only is the economy slowing gradually, having declined from an annualized increase of 3.2% in Q3 2022 to 2.9% in Q4 2022, but inflation as measured by the PCE has also declined from 5.5% year-over- year in…

This is a brief overview of Cumberland Advisors’ thoughts on financial markets as we head into 2023.  We are coming off a rough 2022, one of the rare years with double digit declines in stocks as well as fairly negative returns in bonds.

During 50 years of Cumberland’s history, we have observed many types of inflation cycles and witnessed various responses by the Federal Reserve and the federal government. We’ve seen attempts at “jawboning.” Those didn’t work. Cheerleading — the WIN button (Whip Inflation Now). That didn’t work…

The Cumberland Advisors Week in Review

Last year’s Russian invasion of Ukraine triggered a quickly organized and virtual conference series titled Ukraine: What’s Next? In 2023, we’ve had time to organize an extraordinary lineup for a four-part blockbuster series of presentations offered worldwide virtually and in-person in…

Geopolitical risks, inflation, and recession risks continued into the end of the year, highlighted by announcements of major layoffs at tech and finance companies. Supply chain disruptions eased some, and demand for services increased while consumption of goods declined.

Happy Martin Luther King, Jr. Day. In the video link below, we revisit a 1983 news clip on this 40th anniversary date of the holiday, first signed into law by Republican President, Ronald Reagan.