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 | Fri February 21, 2020
“Global equity markets have been able to look through the bearish threat from the spreading Covid-19 with nearly all indexes, excluding the CSI and the Shanghai Comp, higher on the month.
Author(s): David R. Kotok | Wed February 19, 2020
Coronavirus Impact on Shipping
It did not take long for the coronavirus outbreak to seriously impact global shipping. In late January, industry leader FreightWaves, in an American Shipper interview with economist Paul Bingham, director of transportation consulting at IHS Markit, expressed…
Author(s): Cumberland Advisors | Sun February 16, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Cumberland Advisors | Sat February 15, 2020
Watch Cumberland Advisors' "Understanding Global Markets and Finance: Financial Literacy Day" at the link below (Requires Adobe Flash Player).
Also, see Bloomberg's website for Mike McKee's interview with Loretta Mester, President and CEO, Federal Reserve Bank of Cleveland. Loretta was…
Author(s): David R. Kotok | Sat February 15, 2020
Markets were dealt a surprise on February 12, when changes to the way coronavirus cases in Hubei Province are counted resulted in a dramatic surge in the number of new cases reported in China (“Coronavirus: Hubei Province reports spike in new confirmed cases and deaths after change in diagnostic…
Author(s): David R. Kotok | Thu February 13, 2020
Virus news continues to erupt worldwide and financial markets seem divided, with bonds saying lower interest rates for longer, slower global growth, and a downward inflation outlook. Stock markets, on the other hand, like the low interest rates more than they fear the virus.
Author(s): | Wed February 12, 2020
Let’s summarize the Wuhan, Hubei, Beijing cover-up and aftermath: October and November – flu-like symptoms, sickness and deaths attributed to flu. December – whistleblower doctor joins other doctors in alerting colleagues of novel coronavirus. Whistle-blower and other doctors punished by…
Author(s): Robert Eisenbeis, Ph.D. | Tue February 11, 2020
With the no-change decision by the FOMC, rendered as the impeachment finale was playing out, and with the next FOMC meeting about a month away, the most important upcoming event for the Fed is Chairman Powell’s semiannual testimony before Congress this week. The Board’s report is already out,…
Author(s): Cumberland Advisors | Sun February 9, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri February 7, 2020
“Chinese officials are hoping the US will agree to some flexibility on pledges in their phase-one trade deal, people familiar with the situation said, as Beijing tries to contain a health crisis that threatens to slow domestic growth with repercussions around the world.