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Cumberland Advisors Cumberland Advisors

Cumberland Advisors's Opinion & Analysis.
Featured here: a complete archive of all posts and research produced by Cumberland Advisors, including current material.
EU Elections And The Markets By Bill Witherell - Jun 03, 2019

The results of the European Union’s Parliamentary elections, held the last weekend in May, were welcomed by investors as being not as bad as many had feared. A broad populist and nationalist...

May FOMC Minutes: Patience By Bob Eisenbeis - May 28, 2019

In advance of the release of the FOMC’s May minutes, speculation in the press and by financial market participants was that the Committee might cut the federal funds target rate. The main line...

Finally, Some Positive Trade News By Bill Witherell - May 21, 2019

Toward the end of a week during which global markets were pummeled by a sudden worsening in the prospects for a trade agreement between China and the U.S., President Trump announced two positive...

Rate Cuts: Hope Is Not A Strategy By Bob Eisenbeis - May 07, 2019

Last Wednesday, the FOMC left its policy stance unchanged. This decision was consistent with the message sent after the previous meeting and was not contradicted by speeches given by FOMC participants...

Brexit Deadlock And Investor Uncertainty By Bill Witherell - May 06, 2019

Markets welcomed the European Union’s decision in April to push the Brexit deadline back to October 31 in order to provide the UK with more time to reach agreement on the terms of a withdrawal...

Our Take On Asset Allocation By John Mousseau - Mar 29, 2019

The Tactical Trend strategy is designed to allocate capital to the strongest primary asset classes, including equities, fixed income, commodities and cash. The strategy will always allocate to a...

Geopolitical Risks In Emerging-Market ETFs By Bill Witherell - Mar 05, 2019

Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink...

ETF Watch: Considering China By Bill Witherell - Feb 26, 2019

China stocks surged Monday following Trump’s announcement that he will be delaying US tariffs on China. Prospects for a trade agreement between China and the US are now looking very good. It is...

The January 2019 Fed Minutes By Bob Eisenbeis - Feb 22, 2019

Attention has turned to what extra gems of information might be contained in the release of the FOMC’s January 2019 minutes about the future path of policy. Comments have focused on the...

Global Gold: The Last 20 Years By David Kotok - Feb 04, 2019

What do 72 countries – including developed nations such as Canada, Australia, Japan and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran and Russia; and small...

European Growth Concerns Deepen By Bill Witherell - Jan 28, 2019

The latest indicators reveal that the economic slowdown in Europe persists. President Draghi of the European Central Bank (ECB) has underlined the continued weakness, expectations for softer near-term...

Shutdown And Markets By David Kotok - Jan 22, 2019

The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset...

Marijuana By David Kotok - Jan 16, 2019 4

Every so often DataTrek puts together an excellent update on the rapidly expanding marijuana industry. DataTrek’s cofounders, Jessica Rabe and Nick Colas, have access to a wealth of information,...

China’s Slowdown And Financial Markets By Bill Witherell - Jan 11, 2019

The Shanghai Stock Exchange was the worst-performing major stock market in 2018, with the benchmark Shanghai Composite index falling 25% over the course of the year. Concerns about a slowing economy...

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