Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

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  • Cumberland Advisors Week in Review December 5 - December 9, 2022
     Author(s): Cumberland Advisors | Sat December 10, 2022

    Cumberland-Advisors-Week-In-Review-Market-Update-Video-(YouTube-Vimeo)-20221209


    Linked below is our Cumberland Advisors’ Friday, December 9, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies.


  • Jobs and the Fed
     Author(s): David R. Kotok | Thu December 8, 2022

    Cumberland Advisors Market Commentary - Jobs and the Fed by David R. Kotok


    The debate continues daily over the Fed’s future policy. My expectation is a 50-basis-point hike in a few days and another one early next year. My best guess is still a 5% terminal rate, but evidence may take that number higher. In my opinion, it is doubtful that there will be any near-term data…


  • More About Cryptocurrencies
     Author(s): Robert Eisenbeis, Ph.D. | Tue December 6, 2022

    Cumberland Advisors Market Commentary - More About Cryptocurrencies by Robert Eisenbeis, Ph.D.


    The more we learn about cryptocurrencies, it seems, the less we know. For example, we last reported that there were about 9,000 cryptocurrencies in 2021.


  • Time to Return to Chinese Stocks?
     Author(s): William H. Witherell, Ph.D. | Mon December 5, 2022

    Cumberland Advisors Market Commentary - Time to Return to Chinese Stocks by William H. Witherell, Ph.D.jpg


    November saw strong advances in Chinese stocks, particularly in the final week. The US-listed SPDR S&P China ETF, GXC, for example, advanced 23.5% on a total-return basis. This advance comes in what has been a very bad year for Chinese stocks.


  • Contagion or Not
     Author(s): David R. Kotok | Sun December 4, 2022

    Cumberland Advisors Market Commentary - Contagion or Not by David R. Kotok


    We see more and more payment liabilities revealed as the FTX affair unfolds. Successive bankruptcies make headlines. Lawsuits originate against sports personalities and celebrities who garnered fees for advertising themselves as endorsers or supporters within the crypto space.


  • Cumberland Advisors Week in Review November 28 - December 2, 2022
     Author(s): Cumberland Advisors | Sat December 3, 2022

    Cumberland Advisors' Week in Review


    Dear Clients & Friends,


  • The FTX Affair, Exxon & ESG
     Author(s): David R. Kotok | Thu December 1, 2022

    Cumberland Advisors Market Commentary - The FTX Affair, Exxon & ESG by David R. Kotok


    In an embarrassment to one user of ESG ratings and factor models, FactSet’s Truevalue Labs rated FTX higher than it rated Exxon in leadership and governance. Below is a screenshot of the ratings posted and tweeted.  We verified this from Reddit.


  • Sec Def Letter
     Author(s): David R. Kotok | Wed November 30, 2022

    Cumberland Advisors Market Commentary - Sec Def Letter by David R. Kotok


    US Secretary of Defense Lloyd Austin has sent a letter, excerpted below, to the following key leaders in the House and Senate: 


  • The Ghosts of Recession Past, Present, or Future?
     Author(s): David W. Berson, Ph.D. | Tue November 29, 2022

    Cumberland Advisors Market Commentary - The Ghosts of Recession Past, Present, or Future by David W. Berson, Ph.D


    In the spirit of Charles Dickens’ A Christmas Carol, we look not at the ghosts of Christmas, but at the ghosts of recessions in the recent past, the present, and the near future. Past


  • ESG Texas Responses
     Author(s): David R. Kotok | Sun November 27, 2022

    Cumberland Advisors Commentary - ESG Texas Responses by David R. Kotok


    Readers offered a range of responses to the fifth installment in our ESG series, on Texas anti-ESG policy and its impacts. (See “ESG Part 5: Texas,” https://www.cumber.com/market-commentary/esg-part-5-texas.)


 

 

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Plutarch