Tag Archives: China

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International Stocks Off to a Strong Start in Q2 Despite a Heavy Fog of Uncertainty

Author: William Witherell, Ph.D., Post Date: April 8, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

Global stock markets are continuing to advance following one of the best first-quarter performances in years, with the global iShares MSCI ACWI ETF, ACWI, gaining 14.9% year-to-date April 5th. That increase includes strong advances in US stocks. Excluding the US market, the gains in international stock markets have also been impressive. The iShares MSCI ACWI […]

Cumberland CIO Kotok on Where to Invest in the Muni Market

Author: , Post Date: March 9, 2019

Cumberland CIO Kotok on Where to Invest in the Muni Market Bloomberg Daybreak: Americas March 4th, 2019 David Kotok, chairman and chief investment officer at Cumberland Advisors, and Amanda Albright of Bloomberg News discuss the municipal bonds market on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: https://www.bloomberg.com     Links […]

Hot Reads: 3 Key Bond ETFs For Your Portfolio

Author: , Post Date:
Cumberland Advisors William Bill Witherell Ph.D.

Hot Reads: 3 Key Bond ETFs For Your Portfolio March 07, 2019 Compiled by ETF.com Staff ETF.com highlights content for their readers in this day’s “Daily Hot Reads.” They are the self-described “leading authority on exchange-traded funds, ETF.com has delivered clear, independent and authoritative news, analysis and education about ETFs online and in print since […]

Geopolitical Risks in Emerging Market Equity ETFs

Author: William Witherell, Ph.D., Post Date: March 5, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out. Also, unsettling markets were some negative signs about the […]

Considering China

Author: William Witherell, Ph.D., Post Date: February 26, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

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 evident that both sides need a positive resolution and are willing to compromise. Last year, China’s stock markets experienced their worst year […]

‘US manufacturing is doing well and will continue to do well,’ Fed economist says

Author: , Post Date: February 1, 2019
Cumberland Advisors In The News

Excerpt from ‘US manufacturing is doing well and will continue to do well,’ Fed economist says “There is a great perception that we no longer make anything any more, that everything is made in China,” Strauss said. “U.S. manufacturing is doing well and will continue to do well.” The manufacturing sector, which employed 17,300 workers as […]

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium

Author: , Post Date: January 29, 2019
C:\Temp\Cumberland's Kotok Sees a Need to Expand Uncertainty Premium – Bloomberg TV

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium Bloomberg Daybreak: Americas January 29th, 2019, 8:56 AM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the issues to watch for in the current earnings season. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)   Watch on Bloomberg’s site or embedded below: […]

Shutdown. Markets. #2.

Author: David R. Kotok, Post Date: January 23, 2019
Cumberland Advisors Market Commentary by David Kotok

We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/). Responses were varied, as expected. Some folks maintained their sense of humor. Others blamed one side or the other and criticized my final sentence, in which I suggested that both sides share a measure of the blame. So let […]

Shutdown and Markets

Author: David R. Kotok, Post Date: January 22, 2019
Cumberland Advisors Market Commentary by David Kotok

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 classes. Those markets are moving for other reasons and not Federal shutdown. Why? Markets believe the shutdown is temporary. Market agents look at the childish […]

BILL WITHERELL: China’s economic slowdown and financial markets

Author: , Post Date: January 21, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

Excerpt from BILL WITHERELL: China’s economic slowdown and financial markets By Bill Witherell, Ph.D. Posted Jan 21, 2019 at 2:01 AM The Shanghai Stock Exchange was the worst-performing major stock market in 2018, with the benchmark Shanghai Composite Index falling 25 percent over the course of the year. Concerns about a slowing economy deepened in the second half as current […]