Tag Archives: Interest Rates

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Market check: talking interest rates and inflation

Author: , Post Date: March 15, 2019
Yahoo Finance - Market Check - talking interest rates and inflation [Video]

Market check: talking interest rates and inflation Yahoo Finance Video – March 13, 2019 Jensen Quality Growth Fund Portfolio Manager Allen Bond talks inflation and interest rates with Yahoo Finance’s Adam Shapiro and Julie Hyman and Cumberland Advisors Chairman & Chief Investment Officer David Kotok. Watch at Yahoo Finance or in the embedded player below.

Taxing Wealth Instead of Income?

Author: Robert Eisenbeis, Ph.D., Post Date: February 13, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

With the desire to finance both an increasing deficit and an increase in government services, politicians are searching far and wide for funds. Increasingly, proposals are surfacing to tax wealth rather than income as the means to fund pet projects. The proposals attract followers since unequal distribution of wealth is viewed as a problem that […]

Tax the Rich

Author: Robert Eisenbeis, Ph.D., Post Date: January 29, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

As the political season begins to heat up for 2020, we have seen an increasing number of proposals to provide free education, free healthcare, a universal guarantee of a living wage, etc. With an historic level of public debt topping $21 trillion and a deficit of nearly $1 trillion and projected to climb even more […]

Can the President Fire the Chairman of the Federal Reserve?

Author: Robert Eisenbeis, Ph.D., Post Date: January 10, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

The question has arisen, does the president have the ability to fire the chairman of the Federal Reserve. The short answer appears to be no. But few understand the structure of the Federal Reserve and how, by design, that structure both compartmentalizes and is designed to insulate policy making from attempts by outsiders to influence […]

Market Backlash

Author: Robert Eisenbeis, Ph.D., Post Date: December 21, 2018
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

The Treasury market had priced in a 25-basis-point increase in the FOMC’s target range for federal funds prior to the FOMC’s December 18–19 meeting. The Committee was faced with essentially three policy options: Pause, deliver on the 25-basis-point increase and signal a pause, or deliver on the 25-basis-point increase and signal the willingness to continue […]

TNB and the Regulatory Dialectic

Author: Robert Eisenbeis, Ph.D., Post Date: December 13, 2018
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

Back in the 1980s Professor Edward Kane coined the term regulatory dialectic to capture the dynamics of how regulated financial institutions found innovative ways to circumvent regulations designed to restrict their behavior. For example, banks adopted the one-bank holding company form in the late 1960s to avoid the restrictions on permissible activities. They subsequently used […]