Tag Archives: 10 Year Treasury

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The Interview: David Kotok on GSIBs, Markets & Central Banks with Chris Whalen

Author: Chris Whalen, Post Date: March 14, 2019
Market Commentary - Cumberland Advisors - The Interview David Kotok on GSIBs, Markets and Central Banks

My friend Chris Whalen was kind enough to use an interview he did with me in his weekly publication on financial and banking issues, The Institutional Risk Analyst. Chris has had a distinguished career, and it was a pleasure to interact with him again. This summer Chris and I are cohosting the June gathering at […]

Fed & Rates

Author: David R. Kotok, Post Date: July 3, 2018
Cumberland Advisors Market Commentary by David Kotok

My colleague Bob Eisenbeis recently described the improved communications from the Fed and offered his current thoughts on Fed policy. His post-Fed-meeting notes are here: http://www.cumber.com/the-fed-decides/. Today we want to take a longer view of interest rates and offer some observations on what lies ahead. I write this after the FOMC June meeting and after […]

Wizman, Kotok, Caron on Treasury Yields, Investor Concerns in the Bond Market

Author: , Post Date: May 21, 2018
Cumberland Advisors & David Kotok - Bonds -Live TV - Bloomberg

Wizman, Kotok, Caron on Treasury Yields, Investor Concerns in Bond Market Bloomberg Markets May 17th, 2018, 10:49 AM EDT Thierry Wizman, Macquarie Capital global interest rates and currencies strategist, David Kotok, Cumberland Advisors chairman and chief investment officer, and Jim Caron, Morgan Stanley Investment Management managing director, discuss the U.S treasury yield short and long […]