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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  • Municipal Employment
     Author(s): Patricia Healy, CFA | Sat November 14, 2020



    The positive jobs growth news, showing an increase of 638,000 jobs in October and a full one percent reduction in the unemployment rate to 6.9%, masked a decline in government employment. Private jobs were up by 906,000, led by an increase of 271,000 in hospitality and leisure, a sector that has…


  • 11-11-11
     Author(s): David R. Kotok | Thu November 12, 2020



    On November 11, 1918, President Woodrow Wilson signed the agreement that ended the fighting in World War 1, a conflict that engulfed 30 nations and cost millions of lives (estimates vary). In June of 1919, the Treaty of Versailles would attempt to forge the terms of the peace. Months later, on…


  • Singles’ Day and Alibaba
     Author(s): Leo Chen, Ph.D. | Wed November 11, 2020



    November 11 is Singles’ Day in China. It is an unofficial shopping holiday that was started by Alibaba in 2009. It is called Singles’ Day because the repeated number “1” in “11.11” refers to single people in Chinese. Although Singles’ Day is often compared to Black Friday in the US, it is…


  • China Update – Ant Versus the State
     Author(s): William Witherell, Ph.D. | Tue November 10, 2020



    Last week, the Ant Group was expected to list in Shanghai and Hong Kong the largest IPO in history. However, on Tuesday, November 3, the Shanghai Stock Exchange announced it had postponed the company’s listing, citing “major issues” that might cause it “not to meet the listing conditions or…


  • Hurricane Roxcy or Hurricane Bob?
     Author(s): | Mon November 9, 2020



    “Biden’s proposals to increase taxes on the wealthy and corporations – not to mention a $2 trillion plan to fight climate change – would stand virtually no chance in a Mitch McConnell-led Republican Senate” (https://www.bloomberg.com/news/newsletters/2020-11-05/a-biden-agenda-might-stall-before-…


  • Cumberland Advisors Week in Review (Nov 02, 2020 - Nov 06, 2020)
     Author(s): Cumberland Advisors | Sun November 8, 2020



    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 have determined may be…


  • Electoral College Timeline
     Author(s): David R. Kotok | Sat November 7, 2020



    Here’s the link to the Congressional Research Service report on the Electoral College timeline.
  • Wave Bye to Blue Wave – Bonds
     Author(s): John R. Mousseau, CFA | Thu November 5, 2020



    Though we are still sorting out last night’s election, the so-called “blue wave” of a Democratic sweep of the White House, Senate, and House of Representatives didn’t happen.


  • Election Day: A Few Case Studies
     Author(s): David R. Kotok | Wed November 4, 2020



    Jack replied to our comments about voting systems and their integrity. Here’s most of his note, to think about on this Election Day:

    Hi David,


  • Yogi Response
     Author(s): | Tue November 3, 2020



    Commentaries regularly create opportunities to broaden the conversation with readers. A number of readers responded to my take on the election, “Yogi: It Aint Over,” posted on October 14 (https://www.cumber.com/yogi-it-aint-over/).


 

 

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

Plutarch