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): David R. Kotok | Sun August 28, 2022
Readers, as promised, we have a longer video featuring Francis Suarez, Mayor of Miami. If you are intrigued by what is involved in leading a fast-growing gateway city that has become an international hub for business and finance, you will want to watch Mayor Suarez’s fireside chat from week two…
Author(s): David R. Kotok | Fri August 26, 2022
My friend and fellow Sarasotan Alejandra Grindal, Chief Economist at Ned Davis Research, was a first-time guest at Camp Kotok this year. This was her first time fishing, too, by the way, and she did well. But that’s her fish story to tell.
Author(s): Robert Eisenbeis, Ph.D. | Wed August 24, 2022
The rally in financial markets the past few weeks was rooted in the widely publicized beliefs that inflation had peaked and that the Fed would, in response, start cutting rates next year as inflation declined.
Author(s): David R. Kotok | Mon August 22, 2022
The fifth program in the Ukraine: What’s Next? series was held at USF Sarasota-Manatee on Wednesday, June 8, 2022. Part 5, focused on disinformation, is titled “Hearts and Minds.”
Author(s): David R. Kotok | Sun August 21, 2022
Dear Readers, have you wondered what it is like to be the mayor of an international gateway city in these unusual and politically fraught times? Francis Suarez, the Mayor of Miami, was my special guest at Leen’s Lodge in Maine. He agreed to a short interview with me at lunch on Long Lake near…
Author(s): Cumberland Advisors | Sat July 30, 2022
Author(s): David R. Kotok | Thu July 28, 2022
We thank Jake Hanley and his company colleagues at Teucrium for permission to share this excellent commentary with our readers. Teucrium (https://teucrium.com) is in the ETF business and specializes in grains.
Author(s): David R. Kotok | Wed July 27, 2022
“The traditional Chinese calendar divides a year into 24 solar terms.[1] Dàshǔ (大暑), Taisho, Daeseo, or Đại thử (Chinese and Japanese:
Author(s): Patricia M. Healy, CFA | Tue July 26, 2022
The pandemic, the war in Ukraine, and pressures and challenges arising from response to those shocks include shutdowns, substantial stimulus, an accommodative Fed, an uptick in virtual work and shopping, supply chain disruptions, relocations, social concerns such as rent affordability, hiring…
Author(s): Robert Eisenbeis, Ph.D. | Mon July 25, 2022
On the heels of a surprise 50-basis-point increase in the ECB’s target rate — despite evidence of a slowing of economic activity — the FOMC will likely make good on another 75-basis-point increase in its target federal funds range.