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): David R. Kotok | Thu February 17, 2022
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The business world is starting to recognize the economic impact of Long Covid: “Where Are the Workers? Millions Are Sick With ‘Long Covid’” https://www.marketwatch.com/articles/labor-shortage-workers-millions-sick-long-Covid-…
Author(s): David R. Kotok | Tue February 15, 2022
Years ago, the late John Liscio coined the term “sado-monetarists.” It is a term that Barron’s (October 28, 2008, Randall Forsythe’s column) used to label the “central bank’s efforts to cushion the pain of credit contraction (which) invariably puts us on the road to perdition.” Hat tip to…
Author(s): Cumberland Advisors | Sat February 12, 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…
Author(s): David R. Kotok | Fri February 11, 2022
Using the most recent report of the Consumer Price Index monthly change, the inflation rate in the US is now over 7%. Some commentary calls this “running hot.”
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…Author(s): David R. Kotok | Wed February 9, 2022
On December 2, we examined the credit spread with high-grade corporate bonds. Here’s the link to that short commentary, titled “Credit Spreads Widening”: https://www.cumber.com/market-commentary/credit-spreads-widening.
Today, we are looking at the same type of history…
Author(s): Matthew C. McAleer | Wed February 9, 2022
Dear Clients & Friends, Matthew C. McAleer, executive vice president & director of equity strategies at Cumberland Advisors joins Dorsey Wright & Associates (DWA) analyst Ian Saunders to discuss the recent market action in semiconductors and how DWA charts…
Author(s): Robert Eisenbeis, Ph.D. | Tue February 8, 2022
The press painted an extremely positive picture about the January jobs numbers, but digging deeper into the jobs data for January from the Bureau of Labor Statistics (BLS) reveals some cautions as well as additional positives and interesting facts about the impact of the pandemic on the jobs…
Author(s): Robert Eisenbeis, Ph.D. | Mon February 7, 2022
The Bureau of Labor Statistics (BLS) reported that the economy created 467,000 jobs in the month of January, while the unemployment rate remained constant at 4%, as did the participation rate (62.2%). This number was about twice the 207,000 predicted by some economists and notably different from…
Author(s): David R. Kotok | Sun February 6, 2022
Since this comment was queued for today, CDC has announced a vigorous campaign to use wastewater data; more information will be forthcoming. -Kotok
ImageFor the first time, the CDC will publish data that looks at how much…
Author(s): Cumberland Advisors | Sat February 5, 2022
Cumberland Advisors Week in Review
Week of Jan 31, 2022 - Feb 04, 2022 Today's Date: February 05, 2022 Email | About
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised…