Tag Archives: Interest Rates


The November FOMC and the Election

Author: Robert Eisenbeis, Ph.D., Post Date: November 2, 2018
Federal Reserve - FOMC

The November FOMC meeting is scheduled for November 7 & 8, one day after the November 6 midterm election. We are not looking, then, at the possibility of any further FOMC action on interest rates that might influence the election one way or another, but what about after the election? Is the FOMC likely to […]

David Kotok: Market norms are being restored; expect single-digit returns – Money Life (Radio)

Author: , Post Date: November 1, 2018

Kotok: the market is getting back to normal, & while it might be some new normal, it will have the traditional long-term returns of 8-10% for large-cap domestic stocks & lower single-digits for bonds, & he noted that correcting expectations should help investors find satisfaction in the market ahead.

Federal Reserve Independence – Under Attack Again?

Author: Robert Eisenbeis, Ph.D., Post Date: October 18, 2018
Federal Reserve - Independence

The last few days, President Trump has made inflammatory and in some instances misguided remarks as to the nature of current Fed policy, its impact on the stock market and potentially on the economy. Examples follow: “It is a correction (the decline in the stock market) that I feel is caused by the Federal Reserve.” […]

ASX plunges after US bloodbath

Author: , Post Date: October 12, 2018

Excerpt below: The Australian share market has plunged by more than 2 per cent in early trading following a bloodbath on Wall Street overnight. At 10:15am AEDT on Thursday, the ASX200 index was down by 122.5 points to 5,927.5. It came after Wall Street stocks plunged Wednesday, with major indices losing more than three per […]

Doc Holliday, Jay Powell, Donald Trump & The Piano

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

“Ready, Fire, Aim”? In Understanding and Managing Public Organizations, Hal Rainey makes the point that “the intangible issues of culture, values, human relations – matters that many managers regard as fuzzy and unmanageable – can and must be skillfully managed.” The contrary approach, which is favored by many companies and government agencies, can be summarized […]

Dow drops 800 points, led by tech shares, as stock market investors fear higher rates

Author: , Post Date: October 10, 2018

Excerpt below: The Dow plunged more than 800 points Wednesday, its worst drop in eight months. Rising bond yields have been drawing investors out of the stock market. The best-performing stocks over the past year took some of the biggest losses. Growing concerns about the impact of higher borrowing costs on corporate earnings and consumer […]