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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  • China and Wall Street – Decoupling or Linking?
     Author(s): Bill Witherell, Ph.D. | Tue October 20, 2020



    For at least three decades, under both Republican and Democratic administrations, the United States has urged China to open up its financial markets to foreign capital and foreign financial firms. However, as part of a broader strategy to decouple relationships with China, President Donald Trump…


  • Cumberland Advisors Week in Review (Oct 12, 2020 - Oct 16, 2020)
     Author(s): Cumberland Advisors | Sun October 18, 2020



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


  • Insider Trading – the Case of Consumer Discretionary
     Author(s): Leo Chen, Ph.D. | Fri October 16, 2020



    We have recently published two commentaries regarding insider trading. You may find them here: https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-the-case-of-energy/ & https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-what-does-it-tell-us…


  • Yogi: “It aint over”
     Author(s): David R. Kotok | Thu October 15, 2020



    “It aint over till its over” is exactly how Yogi Berra signed this ball when I bought it at a charity auction decades ago. He did put a dot over each lower case i. He didn’t use an apostrophe in ain’t, nor in it’s, and he did use till instead of until. Yogi’s message is just as valid today as it…


  • SCOTUS
     Author(s): | Tue October 13, 2020



    America’s stock and bond markets seem to be accepting of the current SCOTUS nominee and the political controversy.


  • Three Items to Consider
     Author(s): David R. Kotok | Mon October 12, 2020




  • Cumberland Advisors Week in Review (Oct 05, 2020 - Oct 09, 2020)
     Author(s): Cumberland Advisors | Fri October 9, 2020



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


  • Wildfires Out West
     Author(s): Patricia Healy, CFA | Fri October 9, 2020



    On Sunday, Bloomberg reported that this year’s California fires had scorched more ground than the last three years of fires combined. Higher temperatures and greater winds have contributed to the spread.


  • Markets, Events, Economics
     Author(s): David R. Kotok | Thu October 8, 2020



    Market-moving events and data points are coming fast, and in a chaotic sequence. Here are some bullets we are watching.


  • Muni Bonds Turn Toward the Election
     Author(s): John R. Mousseau, CFA | Wed October 7, 2020



    With the presidential election a month away, we start to mull over what the bond market might look like post-election day.


 

 

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

Plutarch