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 July 21, 2021
Reader Kevin Humphreys is an independent financial analyst based in London. He is a specialist in European and UK financial market analysis, with 35 years in the Treasury Ministry, investment banking, and brokerage.
Author(s): David R. Kotok | Tue July 20, 2021
Not all COVID is the same. If you had COVID-19 last year, or if you caught Alpha (B.1.1.7) this spring, you can still get Delta (B.1.617.2). Vaccination, not perfect, is still the best defense we have against hospitalization and death. Delta spreads more than twice as readily as Alpha does. (…
Author(s): Cumberland Advisors | Sat July 17, 2021
Cumberland Advisors Week in Review (July 12, 2021 - July 16, 2021)
Thank you for joining Cumberland Advisors for this Friday July 16, 2021 end-of-week update on market conditions, equities & bonds with our Executive Vice President & Director of Equity Strategies, Matt…
Author(s): Robert Eisenbeis, Ph.D. | Fri July 16, 2021
Recent data releases have put inflation front and center on the markets’ and policy makers’ radar. Tuesday’s release of headline and core CPI showed continued price acceleration. The overall index jumped 0.9% in June after a 0.6% increase in May and a 0.8% rise in April.
Author(s): David R. Kotok | Thu July 15, 2021
David R. Kotok's Remarks at the Rocky Mountain Economic Summit, Thursday, July 15
Author(s): Robert Eisenbeis, Ph.D. | Mon July 12, 2021
The recent BLS release of the Job Openings and Labor Turnover Survey (JOLTS) data for May, combined with the weekly new claims for unemployment insurance and Current Employment Survey (CES) employment report, provides some snapshots of conditions in the labor market. The Fed surely would have…
Author(s): David R. Kotok | Sun July 11, 2021
Mary Ellen Gilliland’s book George Soule, Mayflower Pilgrim, and His Descendants: An American Story is a little gem. I have copy number 100 in my possession, and it’s a best-kept secret among American histories. Mary Ellen is a famous Summit County, CO, journalist, historian, and writer who has…
Author(s): Cumberland Advisors | Sat July 10, 2021
Thank you for joining Cumberland Advisors for this Friday, July 09, 2021, end-of-week update on market conditions, equities & bonds with our Executive Vice President & Director of Equity Strategies, Matt McAleer and our Senior Vice President of Research & Portfolio Manager, Patricia…
Author(s): William H. Witherell, Ph.D. | Fri July 9, 2021
For the second time in eight months, the Chinese government has acted against a major Chinese technology firm seeking to list in the US market, again raising great concerns about the future of Chinese listing in the US and about Chinese stocks in general. In the previous case last November,…
Author(s): David R. Kotok | Thu July 8, 2021
Raising More Cash in Our US ETF Portfolios In the first half of this year, we achieved the results that we anticipated we would achieve for the entire year. Actually, we exceeded them in many accounts. So, the question becomes, do you put some in the bank? In our view, the answer is yes.…