Tag Archives: China

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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 […]

Why the US-China trade war won’t last

Author: , Post Date: May 14, 2019
Cumberland-Advisors-David-Kotok-In-The-News

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 Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok

Author: , Post Date: May 9, 2019
Bloomberg-This Is a Serious Confrontation Between World’s Biggest Economies, Says Kotok

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.

Markets freak (a little)

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

Excerpt from Politico Morning Money By BEN WHITE (bwhite@politico.com; @morningmoneyben) , AUBREE ELIZA WEAVER (aweaver@politico.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 […]

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 William "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 William "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 […]