From the onset of the Trump trade war we’ve argued that the broad-brush tariffs advocated by Peter Navarro were damaging and that a very targeted approach on security and intellectual property would have been better. Finally, the tariff fight with China is being defined over 5G, which is where critical agreements always needed to be […]
Excerpt from… How Federal Tax Reform Has Impacted Real Estate The short-term effects haven’t been as bad as predicted, but local governments are still worried about the long term. by Liz Farmer | May 20, 2019 SALT change has driven some people to make moves and may be slowing some markets. A couple in Old […]
Cumberland Advisors Week in Review (May 13, 2019 – May 17, 2019) May 18, 2019 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 also include […]
Excerpt from Bloomberg.com article, Trade War’s Hammerlock on Bond Market Puts Lower Yields in Sight By Liz McCormick May 18, 2019 Insight Ahead Next week, traders will gain fresh insight into the state of America’s housing market and purchases of big-ticket items. Minutes from the Fed’s last gathering will be released Wednesday and there’s a […]
Sarasota financial advisor: Don’t panic over trade tariffs! By Ray Collins | May 15, 2019 John Mousseau says it is important not to get caught up in concerns about a trade tariff war with China. “If you’re sitting there and you read just the headlines, it looks like a cannon ball shot across the bow […]
How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessTuesday, May 14th 2019 The United States and China don’t just coexist. Their massive economies are deeply intertwined in ways that make the intensifying trade war unsustainable. Tariffs are the weapons of choice as both sides attempt to improve their […]
This week’s short video discusses current market conditions and how we are positioning portfolios. We didn’t produce an update on Friday May 10th so we’re including our thoughts on last week as well as today, Monday May 13, 2019. Global trade dominated today’s headlines as the markets expressed significant weakness, due to a lack of […]
Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, May 13th, to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.
This Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok Bloomberg Daybreak Asia May 9th, 2019, 9:10 PM EDT David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the U.S.-China trade negotiations and their impact on markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg) Watch at on Bloomberg.
Excerpt from Politico Morning Money By BEN WHITE (firstname.lastname@example.org; @morningmoneyben) , AUBREE ELIZA WEAVER (email@example.com; @AubreeEWeaver) 05/08/2019 08:00 AM EDT Markets freak (a little) — Wall Street finally gave a nod to the possibility that talks with China could fail and President Trump could follow through on his threat of full trade war. But it […]