Market Commentary

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Finally, Some Positive Trade News

Author: William Witherell, Ph.D., Post Date: May 21, 2019
Market Commentary - Cumberland Advisors - Global Trade

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 US, President Trump announced two positive developments in US trade relations with our allies. The first was a decision to defer for six months a scheduled imposition of […]

“Nations, Wars and Liberal Democracy” by George Friedman

Author: George Friedman, Post Date: May 20, 2019
“Nations, Wars and Liberal Democracy” by George Friedman

My friend George Friedman is an internationally known geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures (https://geopoliticalfutures.com/). He’s also a bestselling author whose most popular book, The Next 100 Years, is kept alive by the prescience of its predictions. George has briefed numerous military and government organizations in […]

Cumberland Advisors Market Commentary – Tariffs – Macroeconomic Versus Microeconomic Effects: In the Long Run We Are All Dead

Author: Robert Eisenbeis, Ph.D., Post Date: May 17, 2019
Market Commentary - Cumberland Advisors - Impact of Tariffs

Robert Brusca of FAO-Economics details some interesting information on US trade and the likely impacts that the current US-China trade war could have on prices.[1] He has provided us with a deep dive into the mechanics and macro costs of the current tariff “war.” Here are data suggesting that markets may have overreacted to this […]

An Update on Markets from Matt McAleer

Author: Matthew McAleer, Post Date: May 13, 2019
Cumberland Advisors - Matt McAleer Week In Review

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 […]

Cumberland Advisors Market Commentary –  White House Considers Economist Judy Shelton for Fed Board

Author: David R. Kotok, Post Date:
Federal Reserve Building

For a history of the Fed Board of Governors and its changes over the past century, see https://www.federalreserve.gov/aboutthefed/bios/board/boardmembership.htm . Right now we have five of seven governors’ seats filled. One of those seats is held by Lael Brainard, and she is in a holdover capacity. She was appointed by President Obama in 2014. In a perfect […]

Cumberland Advisors Market Commentary –  Defense Expenditures

Author: David R. Kotok, Post Date: May 8, 2019

Most Americans have never heard of the Stockholm International Peace Research Institute, www.sipri.org. A few minutes surfing their website might just inspire you to add it to your list of independent research sources. You can check out the role of the military in Venezuela and how it is supporting Maduro as a result of the financial […]

Cumberland Advisors Market Commentary – Hope Is Not a Strategy

Author: Robert Eisenbeis, Ph.D., Post Date: May 7, 2019
Federal Reserve - FOMC

On 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 in the intermeeting period. This action was also consistent with the consensus view of economists who follow the Fed. Indeed, of the 39 economists […]

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