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 | Fri November 26, 2021
Below: Quotes summary given to financial media this morning (Black Friday. Nov 26, 2011 - Also see: https://www.cumber.com/in-the-news/wall-st-week-ahead-covid-19-fears-reappear-threat-market ).
Author(s): David R. Kotok | Tue November 23, 2021
My friend and fisherwoman Danielle DiMartino Booth opened the November 15 issue of her Daily Feather letter with this summary: “The record 4.3 million U.S.
Author(s): William H. Witherell, Ph.D. | Mon November 22, 2021
It is almost 22 months since the United Kingdom formally exited the European Union (Brexit), and the two sides are again locked in difficult negotiations on the terms of the divorce. The first 11 months was a transition period during which the terms of the new trade arrangements were negotiated…
Author(s): David R. Kotok | Fri November 19, 2021
In the new China finance regime, a required personal contribution to resolve a debt problem is now a standard. That new standard is there whether it was originally agreed to or not.
Author(s): David R. Kotok | Thu November 18, 2021
We saw this reference in a Bloomberg morning note: “Bitcoin Whales Fuel This Month’s Price Jump, Kraken Report Says,” https://www.bloomberg.com/news/articles/2021-10-29/bitcoin-whales-fuel-this-month-s-price-jump-kraken-report-says. Here’s a quote.
Author(s): David R. Kotok | Tue November 16, 2021
We are approaching the unique American Thanksgiving holiday; let’s consider history and then the present day status of food and its price.
Author(s): Robert Eisenbeis, Ph.D. | Mon November 15, 2021
To many, inflation means a steady and continuous increase in prices. That is, we would expect to see a series of price increases in a sufficient number of goods and services that would serve to push up the measured price level consistently, month after month. For example, the PCE, the FOMC’s…
Author(s): David R. Kotok | Sat November 13, 2021
We thank readers for the emails about our “Florida?” Sunday morning missive for October 31. https://www.cumber.com/market-commentary/florida Many of the replies were marvelous. Some were serious. Others took political sides. Or invoked history. Or suggested additional reading.
Author(s): David R. Kotok | Wed November 10, 2021
We just had the Consumer Price Index released and there are many headlines about it. So we won’t regurgitate them here. We just want to remind readers that there are multiple views about this “transitory” notion of inflation. Here’s some commentary to think about.
Author(s): David R. Kotok | Tue November 9, 2021
We’re going to be digging into the weeds regarding current labor force issues in the United States. The headlines from the monthly employment report released last Friday are ubiquitous. While a lot of folks cheered, we’re not sanguine about the labor force issues. And we certainly do…