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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  • What Long Covid Means for Financial Markets
     Author(s): David R. Kotok | Thu February 17, 2022

    Cumberland-Advisors-Market-Commentary-Solve-ME-CFS-Long-Covid-Initiative-by-David-R.-Kotok


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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-…


  • More on CPI Inflation
     Author(s): David R. Kotok | Tue February 15, 2022

    Cumberland Advisors Market Commentary - More on CPI Inflation by David R. Kotok


    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…


  • Cumberland Advisors Week in Review (Feb 07, 2022 - Feb 11, 2022)
     Author(s): Cumberland Advisors | Sat February 12, 2022

    Cumberland Advisors Week in Review (Feb 07, 2022 - Feb 11, 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…


  • Inflation Running Hot
     Author(s): David R. Kotok | Fri February 11, 2022

    Cumberland Advisors Market Commentary - Inflation Running Hot by David R. Kotok


    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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  • Credit Spreads Update
     Author(s): David R. Kotok | Wed February 9, 2022

    Cumberland Advisors Market Commentary - Credit Spreads Update by David R. Kotok


    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…


  • Semi Signals – Cumberland Advisors Special Update
     Author(s): Matthew C. McAleer | Wed February 9, 2022

    Semi Signals – Cumberland Advisors Special Update


    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…


  • January Jobs Part 2
     Author(s): Robert Eisenbeis, Ph.D. | Tue February 8, 2022

    Cumberland Advisors Market Commentary - January Jobs Part 2 by Robert Eisenbeis, Ph. D.


    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…


  • January Jobs
     Author(s): Robert Eisenbeis, Ph.D. | Mon February 7, 2022

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


    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…


  • Wastewater & Omicron
     Author(s): David R. Kotok | Sun February 6, 2022

    Cumberland-Advisors-Market-Commentary-Sunday-Wastewater-&-Omicron-by-David-R.-Kotok


    Since this comment was queued for today, CDC has announced a vigorous campaign to use wastewater data; more information will be forthcoming. -Kotok

     

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      For the first time, the CDC will publish data that looks at how much…


  • Cumberland Advisors Week in Review (Jan 31, 2022 - Feb 04, 2022)
     Author(s): Cumberland Advisors | Sat February 5, 2022

    Cumberland Advisors Week in Review (Jan 31, 2022 - Feb 04, 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…


 

 

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Plutarch