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 | Wed April 6, 2022
Following the Friday employment report, Dr.
Author(s): David R. Kotok | Sun April 3, 2022
To understand Putin’s playbook, one must study history. We have already discussed Putin’s mind (
Author(s): Daniel Himelberger | Fri April 1, 2022
Author(s): John R. Mousseau, CFA | Thu March 31, 2022
Muni Update, First Quarter 2022
Author(s): David R. Kotok | Mon March 28, 2022
The volatility of the first quarter of 2022 slammed the markets in reaction to the world’s geopolitics. All macroeconomic forecast models are under revision. All expectations of a central bank’s monetary policies shifted and are now less predictable.
Author(s): David R. Kotok | Wed March 23, 2022
My friend David (Rosie) Rosenberg and I enjoyed a conversation and debate on his podcast. Here’s the synopsis. Thank you, Rosie. Hope to see you at our August gathering in Maine.
Author(s): Patricia M. Healy, CFA | Tue March 22, 2022
World Water Day is an annual United Nations observance, started in 1993, that celebrates water and raises awareness of the two billion people currently living without access to safe water.
Author(s): David R. Kotok | Mon March 21, 2022
We thank Rob Smith for giving us permission to offer readers his recent commentary about the federal budget logjam and how it was impacted by Covid research funding.
Author(s): David R. Kotok | Sun March 20, 2022
Author(s): Robert Eisenbeis, Ph.D. | Thu March 17, 2022
Milton Friedman is oft quoted as saying that “Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” But experience over the past three years suggests that this might not always…