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.

SUBSCRIBE TO MARKET COMMENTARY
  • Texas Drs. Bottazzi & Hotez!
     Author(s): David R. Kotok | Sun March 6, 2022

    Cumberland-Advisors-Market-Commentary-Sunday-Texas Drs. Bottazzi & Hotez!-by-David-R.-Kotok


    Virologist Katelyn Jetelina published on February 4th an excellent discussion of two new Covid vaccines — Nuvaxovid (NVX-CoV2373), developed by Novavax, Inc., and Corbevax, developed by Drs. Maria Elena Bottazzi and Peter Hotez of the Texas Children’s Hospital and the…


  • Cumberland Advisors Week in Review (Feb 28, 2022 - Mar 04, 2022)
     Author(s): Cumberland Advisors | Sat March 5, 2022

    Cumberland-Advisors-Market-Update-20220304


    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 may include older commentaries that our editors have determined may be…


  • Inflation Responses
     Author(s): David R. Kotok | Fri March 4, 2022

    Cumberland Advisors Market Commentary - Inflation Responses by David R. Kotok


    Before the Russian War, we published three commentaries on inflation and the Fed. Here are the links:   “Inflation!” https://www.cumber.com/market-commentary/inflation-1, November 10, 2021   “Inflation Running Hot,” https://www.cumber.com/market-commentary/inflation-running-hot, February 11,…


  • Sanctions
     Author(s): Robert Eisenbeis, Ph.D. | Thu March 3, 2022

    Cumberland Advisors Market Commentary - Sanctions by Robert Eisenbeis, Ph. D.


    Last week we tried to put the Russian economy in perspective relative to the rest of the world and some of the countries that it neighbors, especially in Europe. Our conclusion was: “What we are looking at here in terms of Russian actions is an effort by a relatively small country trying to use…


  • This Isn't Kansas!
     Author(s): David R. Kotok | Wed March 2, 2022

    Cumberland Advisors Market Commentary - This Isn't Kansas! by David R. Kotok


    We have written about Ukraine and Russia. Here are the links to the prior pieces:    “Ukraine,” https://www.cumber.com/market-commentary/ukraine (Jan. 24, 2022)   “Ukraine!” https://www.cumber.com/market-commentary/ukraine-0 (Feb. 24, 2022)   “Russia – In Perspective Economically,” https://www.…


  • Emily Taylor
     Author(s): David R. Kotok | Sun February 27, 2022

    Cumberland-Advisors-Market-Commentary-Sunday-Emily-Taylor-by-David-R.-Kotok


    Emily Taylor is a committed working professional focused on post-infection disease and on Long Covid. She is currently VP of Advocacy and Community Engagement for Solve M.E and her personal story appears below.

     

    Image…
  • Cumberland Advisors Week in Review (Feb 22, 2022 - Feb 25, 2022)
     Author(s): Cumberland Advisors | Sat February 26, 2022

    Cumberland Advisors Week in Review (Feb 22, 2022 - Feb 25, 2022)


    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 may include older commentaries that our editors have determined may be…


  • Russia – In Perspective Economically
     Author(s): Robert Eisenbeis, Ph.D. | Fri February 25, 2022

    Cumberland Advisors Market Commentary - Russia – In Perspective Economically by Robert Eisenbeis, Ph. D.


    As tensions rise from the movement of Russian forces into Ukraine and we contemplate Russia’s international ambitions, it might be useful to look at where Russia stands in the world today economically. (My colleague David Kotok wrote on Thursday, Feb. 24, describing Ukraine’s important…


  • Ukraine!
     Author(s): David R. Kotok | Thu February 24, 2022

    Cumberland Advisors Market Commentary - Ukraine! by David R. Kotok


    “What people say, what people do, and what they say they do are entirely different things.”  – Margaret Mead

      Ukraine!     Our US Equity ETF portfolio is overweight the aerospace/defense sector. We have continued to emphasize the overweight for some time. We…


  • UK Outperformance Despite Covid and Brexit
     Author(s): William H. Witherell, Ph.D. | Wed February 23, 2022

    Cumberland Advisors Market Commentary - UK Outperformance Despite Covid and Brexit by William H. Witherell, Ph.D.


    Thus far this year, global stock markets have declined. The all-country MSCI ACWI Index is down 5.91% year-to-date February 18. International markets excluding the US also are down but by less. The international MSCI ACWI ex US Index is off 1.87% year-to-date. Within Europe the Eurozone MSCI EMU…


 

 

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

Plutarch