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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- The May 2022 FOMC
Author(s): Robert Eisenbeis, Ph.D. | Thu May 5, 2022
Equity markets breathed a sigh of relief that the FOMC raised its target federal funds rate range by only 50 basis points, to 0.75%–1.0%, instead of the 75 basis points that some had feared. The Dow Jones surged 932 points after the meeting, the largest increase since 2020.…
- Then and Now: Is This Time Different?
Author(s): Robert Eisenbeis, Ph.D. | Tue May 3, 2022
Prior to 2022, the US experienced three periods of significant inflation since 1960. The first was from about mid-1964 to fall 1970, when CPI inflation had peaked at 6.54%. The second was the short period from 1972–1975, when inflation peaked at 12.2%. The third was shortly after, from 1977 to…
Author(s): David R. Kotok | Thu April 28, 2022
We’ve received permission from AMG Funds to share a chart they have created. We thank Ben Stevens for granting permission.
Here’s Ben’s morning missive for…
- Russia Default? Let's Ask Norbert Gaillard.
Author(s): David R. Kotok | Tue April 26, 2022
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Yahoo Finance ran this story about Russia and default: “Russia's debt default will be one of the hardest in history to resolve and could see the US seize the central bank's…
- Zika, Polio, Covid!
Author(s): David R. Kotok | Sun April 24, 2022
This Sunday, we are combining three elements into one commentary. Readers will see why we at Cumberland still favor the healthcare sector in our US Equity ETF portfolio. That sector is destined to stay very busy.…
- The European Central Bank’s Dilemma
Author(s): William H. Witherell, Ph.D. | Fri April 22, 2022
Last week, as both central bankers and investors seek to chart the best path ahead through uncertain and volatile waters, the European Central Bank (ECB) delivered a dovish surprise to the market. Current uncertainty about the future exceeds the usual range faced by central bankers.…
- Blanchflower Responses
Author(s): David R. Kotok | Thu April 21, 2022
We thank readers for their notes and replies to “Blanchflower & Recession,” the commentary we offered with Danny Blanchflower about recession and with the help of Philippa Dunne on labor force data. For readers who missed it, here’s the link: https://www.cumber.com/market-commentary/…
- Blanchflower & Recession
Author(s): David R. Kotok | Tue April 19, 2022
I think of my friend Danny Blanchflower in four ways: (1) Dartmouth Professor of Economics with special focus on labor force analysis, (2) former monetary policymaker at the Bank of England, (3) Fellow in the GIC College of Central Bankers, (4) fishing enthusiast with…
- Plagues? 1 or 10 or Many?
Author(s): David R. Kotok | Sun April 17, 2022
When it comes to plagues, the most famous ones in the Judeo-Christian tradition are remembered in the festival of Passover.Image
The story of the ten plagues of Egypt, described in Exodus, has been…
- Covid Update & an Invitation to Learn More About Russia/Ukraine & Impacts on Markets & More
Author(s): David R. Kotok | Fri April 15, 2022
Stats by state: Source is Becker’s Hospital Review, April 14.COVID-19 hospitalization rates COVID-19 test positivity rates Percentage of population fully vaccinated COVID-19 death rates ICU utilization Staffing shortages Booster rates COVID-19 vaccination rates up/down COVID-19…