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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  • A Fish Story
     Author(s): David R. Kotok | Tue June 30, 2020



    David R. Kotok Chairman and Chief Investment Officer Email | Bio

    “That is the biggest one I’ve ever seen,” said Ray Sockabasin. I agreed. We had finally gotten the large fish into the net and were holding him next to the canoe but keeping him in the water. “I wonder what it weighs?”


  • Cumberland Advisors Week in Review (Jun 22, 2020 - Jun 26, 2020)
     Author(s): Cumberland Advisors | Mon June 29, 2020



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


  • South Korea vs. Brazil: Smart Policies and Practices Save Lives
     Author(s): William Witherell, Ph.D. | Sat June 27, 2020



    Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager Email | Bio


  • Forrest Gump Responses
     Author(s): David R. Kotok | Fri June 26, 2020



    We’ve been compiling responses to our commentary on Forrest Gump’s advice. For those who missed it, here’s the link: https://www.cumber.com/cumberland-advisors-commentary-forrest-gumps-advice/. Now some quotes from readers.


  • Update from ECRI
     Author(s): David R. Kotok | Thu June 25, 2020



    “A Nasty, Short and Bitter Recession”: An Update


  • Not What It Seems: Where’s the Beef?
     Author(s): Robert Eisenbeis, Ph.D. | Wed June 24, 2020



    As reported previously, the Federal Reserve has embarked upon an evolving series of support and lending programs as part of its emergency response to the COVID-19 pandemic. As Chairman Powell stated in his post-FOMC meeting press conference and in subsequent Congressional testimony, the Fed has…


  • Cumberland Advisors Commentary - Father's Day
     Author(s): David R. Kotok | Mon June 22, 2020



    Happy Father’s Day.

    I will be brief so that you can get right to this Sunday’s video offering — a wonderful message on YouTube.


  • Cumberland Advisors Week in Review (Jun 15, 2020 - Jun 19, 2020)
     Author(s): Cumberland Advisors | Sun June 21, 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…


  • Loretta Mester Interview
     Author(s): David R. Kotok | Sat June 20, 2020



    Loretta Mester has a distinguished, multi-decade career with the Federal Reserve. She currently serves as president and CEO of the Federal Reserve Bank of Cleveland, votes on the FOMC, and immerses herself deeply in the issues of America’s banks and financial institutions. She agreed to an…


  • Happy Birthday to Cumberland
     Author(s): David R. Kotok | Fri June 19, 2020



    June 18, 2020, is the 47th anniversary of the founding of Cumberland Advisors.


 

 

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

Plutarch