Tag Archives: China

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Cumberland Advisors Market Commentary – The Bond Conundrum and How to Manage

Author: John R. Mousseau, CFA, Post Date: August 20, 2019
Market Commentary - Cumberland Advisors - Bond Conundrum

The past couple of weeks have been breathtaking for bond investors and observers of the bond market. The yield on the 30-year Treasury bond is now at a record low – it dipped under 2% this week – and the 10-year Treasury is not far off its record low of 1.36% set in July 2016 […]

Cumberland Advisors Market Commentary – Report from Leen’s Lodge (Camp Kotok)

Author: David R. Kotok, Post Date: August 15, 2019

The 50-person gathering at Leen’s Lodge encompassed diverse political views, financial and economic specialties, and asset class focused from cannabis to currency trading, real estate to debt of all types, stock markets and ETFs, derivatives and futures, and more. Over $1 trillion in managed assets were represented as we gathered for each informal meal. No […]

Cumberland Advisors Market Commentary – Rocky Mountain Summit

Author: David R. Kotok, Post Date: July 18, 2019
Rocky Mountain Summit July 2019

Four states – CO, WY, ID, UT – in six days; private professional meetings, a few public gatherings, two Chatham House roundtables, and one half-day with a fly rod. My longtime friend Bill Dunkelberg and I brought nearly 40 trout to the net for release. An equal number escaped the net during the fight. Here […]

John Auther’s Points of Return

Author: , Post Date: July 11, 2019
Cumberland Advisors in the News

Excerpt from Bloomberg.com article, Points of Return by John Authers July 11, 2019 If the Federal Reserve does not cut its target for the federal funds rate by at least 25 basis points at the end of this month, many in the market will feel entitled to sue the central bank for breach of contract. […]

Too Many Uncertainties

Author: , Post Date: June 21, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Excerpt from Barron’s Too Many Uncertainties 06/21/2019 By Paul Farrell Barron’s writer, Paul Farrell, assembles a collection of outtakes for his piece titled, “Too Many Uncertainties.” Destabilizing Second-Quarter 2019 Review by William Witherell, Ph.D. of Cumberland Advisors June 20: The factors that have led to high volatility in the global equity markets during the quarter […]

Trump revs up his Wayback Machine

Author: , Post Date: June 20, 2019
Cumberland Advisors Robert "Bob" Eisenbeis Ph.D. In The NewsCumberland-Advisors-Robert "Bob" Eisenbeis Ph.D. In-The-News

Excerpt from… Trump revs up his Wayback Machine In a single week, the president leaned heavily into economic theories from as far back as the 18th century. By BEN WHITE (bwhite@politico.com; @morningmoneyben) 06/20/2019 05:15 AM EDT Stanley Fischer, the former Fed vice chair, said at a forum Tuesday that slashing rates right now following pressure […]

Turandot

Author: David R. Kotok, Post Date: June 13, 2019
Cumberland Advisors Market Commentary

Giacomo Puccini set China as the venue for his famous opera Turandot. Opera buffs will know it well. Anyone not familiar with this intriguing romantic opera is certainly invited to experience it. Why do I start a commentary about China and the Trump Trade War by invoking an opera to serve as a metaphor? The […]

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 […]