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): John R. Mousseau, CFA | Fri December 15, 2023
Author(s): Robert Eisenbeis, Ph.D. | Thu December 14, 2023
The FOMC began its December 12–13 meeting with some good news on both the labor front and on inflation. On top of that, the participants went into the meeting knowing that the economy entered the fourth quarter having grown 5.2% in the third quarter.
Author(s): David R. Kotok | Wed December 13, 2023
Foreign currency exchange rates against the dollar are becoming an increasingly volatile sector as the Fed goes from “higher for longer” to “high for some time” to “we’re not sure what the Fed will do.” Results: Differences in anticipated future interest rates among the major currencies are the…
Author(s): David R. Kotok | Sun December 10, 2023
The excerpt below is from a letter from the chairman of the US Senate Committee on the Budget to Gov. Ron DeSantis and Insurance Commissioner Michael Yaworsky of the State of Florida, and to Tim Cerio, president, CEO, and executive director, Citizens Property Insurance Corporation, based in…
Author(s): Cumberland Advisors | Sat December 9, 2023
Author(s): Robert Eisenbeis, Ph.D. | Wed December 6, 2023
When I discussed with David Kotok his recent commentary on holiday inflation (“Holiday Inflation?” https://www.cumber.com/market-commentary/holiday-inflation”), David noted that inflation was still
Author(s): Samuel Rines, Managing Director, Corbu | Tue December 5, 2023
Sam Rines, Managing Director of Corbu, has written the finest analysis of the Venezuela-Guyana oil war threat that I have seen.
Author(s): David R. Kotok | Sun December 3, 2023
Tomorrow afternoon (December 4th) at the Money Show in Sarasota, I have the honor of participating in a panel entitled “Biden, Trump, or a 'Dark Horse?' Which Candidate Will Win the White House - And What You Should Do About It”.
Author(s): Cumberland Advisors | Sat December 2, 2023
Author(s): John R. Mousseau, CFA | Fri December 1, 2023
Dear Clients & Friends, I’d like to introduce Benjamin Pease, our Managing Director of Fixed Income and Chief Innovation Officer, here at Cumberland Advisors. In talking with many folks over the past several weeks, we’ve received feedback that some of you missed the announcement of Ben…