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): 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.
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.
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 special…
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.
Author(s): David R. Kotok | Fri April 15, 2022
Stats by state: Source is Becker’s Hospital Review, April 14.
Author(s): John R. Mousseau, CFA | Thu April 14, 2022
The errant financial golf ball that is the municipal bond market has now careened out of bounds and landed – for now – in a spot where we think the lie is extremely attractive: 4% on long-maturity tax-free bonds that are insured or high-grade.
Author(s): Patricia M. Healy, CFA | Tue April 12, 2022
This quarter was overshadowed by the invasion of Ukraine by Putin. Nonetheless, there were many developments in Muniland. Discussions on improving muni reporting of ESG risks and outcomes continued. Assured Guaranty Municipal (AGM) was upgraded by Moody’s to A1 based on substantial…
Author(s): David R. Kotok | Sun April 10, 2022
Author(s): David R. Kotok | Fri April 8, 2022
Dr. Greg Kelly is a practicing pediatric epidemiology expert with frontline experience. He assembled the following instructive Covid thread on Twitter and offered it publicly to the world. In it he explores six beliefs about Covid that time and the virus have proven to be wrong.
Author(s): David R. Kotok | Thu April 7, 2022
Understanding the “quit rate” is key to assessing the labor force changes going on in the United States. We thank Philippa Dunne and Doug Henwood for permission to share their recent piece about it with our readers. This example of their excellent research will give you a sense of why I…