Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

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  • The FOMC and Patience
     Author(s): Robert Eisenbeis, Ph.D. | Mon March 22, 2021

    Robert Eisenbeis, Ph.D.


    It was not a surprise that the FOMC last week kept its 0–.25% target range for its federal funds target and maintained its asset purchase program consisting of $80 billion in Treasuries and $40 billion in agency securities. Accompanying the Committee’s statement was a new set of Summary Economic…


  • Happy Spring
     Author(s): David R. Kotok | Sun March 21, 2021

    Happy Spring



  • Defense & Aerospace
     Author(s): David R. Kotok | Thu March 18, 2021

    Market Commentary - Cumberland Advisors - Defense & Aerospace


    On Tuesday, March 16, Christopher Maier, the acting Assistant Secretary of Defense for Special Operations and Low-Intensity Conflict, told lawmakers that the US needs to accelerate, diversify, and better coordinate its information operations in order to


  • Vaccine Passports
     Author(s): David R. Kotok | Wed March 17, 2021

    Market Commentary - Cumberland Advisors - Vaccine Passports


    The March 16 edition of Yahoo News 360, linked below, offers readers a broad array of views regarding vaccine passports, which are the subject of a rapidly changing, critically important discussion.  


  • Vaccines, Behavior and the Market/Economic Outlook
     Author(s): David R. Kotok | Tue March 16, 2021

    Vaccines, Behavior and the Market/Economic Outlook

      


  • More Celebration & Songs of the Spirit: A Sunday Playlist
     Author(s): David R. Kotok | Sun March 14, 2021

    Commentary-More Celebration & Songs of the Spirit A Sunday Playlist

     

    A reader asked, in response to our last Sunday “celebration” piece, “What about church music?” Our readership is highly diverse; so this week we offer a playlist featuring spiritual music from faith traditions and beyond:


  • Cumberland Advisors Week in Review (Mar 08, 2021 – Mar 12, 2021)
     Author(s): Cumberland Advisors | Sat March 13, 2021

    Market Commentary Cumberland Advisors Week in Review

     

    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

    These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors…


  • Vaccines & Variants - Part 2
     Author(s): David R. Kotok | Thu March 11, 2021

    Market Commentary - Vaccines and Variants - Part 2

     


  • COVID Shock & The Fed
     Author(s): David R. Kotok | Tue March 2, 2021

    Cumberland Advisors – COVID Shock & The Fed


     

    We created the chart below to depict an “underdamped oscillatory system.” Hat tip, Dr. Thomas Synnott III.


  • A Texan and Climate Change!
     Author(s): David R. Kotok | Sun February 28, 2021

    A Texan & Climate Change


     

    Will Rogers, the American icon from Oklahoma said: “There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest of them have to pee on the electric fence for themselves.” This Sunday we’ll offer one of those from the middle category.…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch