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): Patricia M. Healy, CFA | Mon May 3, 2021
On Wednesday night (April 27), the president formally unveiled the $1.8 trillion American Families Plan (AFP), which provides $1 trillion in direct aid and $800 billion in tax credits to fund childcare, healthcare, and education initiatives. The AFP is another installment of Biden’s Build…
Author(s): Robert Eisenbeis, Ph.D. | Fri April 30, 2021
One wonders how different the FOMC’s policy statement and press conference would have been had the FOMC met next week after the first release of real GDP growth for the first quarter of 2021. CNBC’s most recent survey of economists, released April 27, showed that they now expect 6…
Author(s): William H. Witherell, Ph.D. | Fri April 30, 2021
As the fourth month after the United Kingdom’s withdrawal from the European Union (EU) comes to an end, this note discusses the developments thus far. Brexit followed lengthy and difficult negotiations that resulted in a separation agreement stipulating that the UK would leave the…
Author(s): David R. Kotok | Tue April 27, 2021
Author(s): David R. Kotok | Sun April 25, 2021
The Climate Adaptation Center in Sarasota, FL, headed by Bob Bunting, assembles and presents information obtained from curated sources. We support the CAC because it is focused on the response and not on the blame game.
Author(s): David R. Kotok | Thu April 22, 2021
Author(s): David R. Kotok | Tue April 20, 2021
“Covid-19 hospitalizations have yet to follow suit (sic case counts rising). Several sources cite increased hospitalizations among unvaccinated adults under 50 years old. Vaccinations for this population have become available only recently. The rate of all U.S. adults that have…
Author(s): David R. Kotok | Sun April 18, 2021
Readers of our last three seasonally oriented Sunday missives are now invited to a fourth and a real treat. We have obtained permission from a friend of many years to share a part of his daily note, sent on Good Friday.
Author(s): Cumberland Advisors | Sat April 17, 2021
Thank you for joining Cumberland Advisors for this April 16, 2021 end-of-week update on market conditions, bonds & equities with Matt McAleer & Patricia Healy, CFA. Patty is our senior vice president of research and she's also a portfolio manager.
Author(s): David R. Kotok | Thu April 15, 2021
This link will take you to a ten-minute Bloomberg “QuickTake” well worth watching. It is investigative journalism at its best: “The Solar Industry's Xinjiang Problem,” https://www.bloomberg.com/news/videos/2021-04-13/the-solar-industry-s-xinjiang-problem-video