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 November 21 - November 25, 2022
     Author(s): Cumberland Advisors | Sat November 26, 2022

    cumberland-advisors-week-in-review-market-update


    Cumberland Advisors’ Friday, November 25, 2022 Week in Review


  • It Isn’t Over Till It’s Over
     Author(s): Robert Eisenbeis, Ph.D. | Fri November 25, 2022

    It Isn’t Over Till It’s Over by Robert Eisenbeis, Ph.D.


    The collapse of the cryptocurrency exchange FTX — the third largest of such exchanges — on the heels of significant price declines in the value of many cryptocurrencies (Bitcoin, for example, has lost 70% of its value from its high on November 10, 2021) highlights what many have known for some…


  • NFIB & the Other Half of American Business
     Author(s): David R. Kotok | Tue November 22, 2022

    NFIB & the Other Half of American Business


    NFIB


  • Il Silenzio & Happy Thanksgiving Holiday
     Author(s): David R. Kotok | Sun November 20, 2022

    Cumberland-Advisors-Market-Commentary-Sunday-2022- Il Silenzio & Happy Thanksgiving Holiday-by-David-R.-Kotok


    “Il Silenzio”   This Sunday we want to follow up the discussion about the euro and our comments about war and Veterans Day. Readers can reference those discussions at the links below:  


  • Cumberland Advisors Week in Review November 14 - November 18, 2022
     Author(s): Cumberland Advisors | Sat November 19, 2022

    Cumberland-Advisors-Week-In-Review-Market-Update-202201118-600w


    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…


  • Euro-USD Follow-Up
     Author(s): David R. Kotok | Wed November 16, 2022

    Cumberland Advisors Market Commentary - Euro-USD Follow-Up by David R. Kotok


    We recently wrote about the euro and the spread in interest rates between the German and Italian 10-yr government bonds.


  • BOJ Goes OOPS!
     Author(s): David R. Kotok | Wed November 16, 2022

    BOJ Goes OOPS!


    “BOJ's buying power faces limits in fight against bond vigilantes: Central bank’s ownership exceeded 100% of instruments issued”


  • Wild Times
     Author(s): David R. Kotok | Wed November 16, 2022

    Cumberland Advisors Market Commentary - Wild Times by David R. Kotok


    “Wild Times”


  • October Consumer Prices- Better, but Not Good
     Author(s): David W. Berson, Ph.D. | Mon November 14, 2022

    Cumberland Advisors Market Commentary - October Consumer Prices- Better, but Not Good by David W. Berson, Ph.D.


    The October Consumer Price Index (CPI) rose by 0.4 percent, while the core rate (removing the volatile food and energy components) increased by 0.3 percent. As a result of these moves, the 12-month trend rates moved lower to increases of 7.7 percent for the overall CPI and 6.3 percent for the…


  • War & Veterans Day
     Author(s): David R. Kotok | Sun November 13, 2022

    Cumberland Advisors Market Commentary - War & Veterans Day by David R. Kotok


    “There is no hunting like the hunting of man, and those who have hunted armed men long enough and liked it, never care for anything else thereafter.” Ernest Hemingway.


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch