UBS Sees No Fed Rate Cut Until at Least 2021 June 18, 2019 David Kotok, Cumberland Advisors Chairman and CIO, and Laura Kane, UBS head of Americas investing themes, discuss their outlook for the Fed. They appear on “Bloomberg Daybreak: Americas.” Watch at Bloomberg TV or in the embedded player below.
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 (email@example.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 […]
U.S. Trade Representative is grilled on Capitol Hill about China and Mexico June 18, 2019 President Trump’s top trade negotiator Robert Lighthizer was in the Congressional hot seat today facing tough questions from lawmakers on trade and tariffs. Rick Helfenbein, American Apparel and Footwear Association CEO, joins Yahoo Finance’s Julie Hyman and Adam Shapiro, Cornell […]
Excerpt from… Municipal calendar grows to $7B as the summer reinvestment season arrives By Christine Albano & Chip Barnett May 31 2019 The food fight among municipal investors is expected to reach new heights with the arrival of the summer reinvestment season, municipal managers and observers said. Some say it will be the first time […]
Excerpt from Politico By BEN WHITE and ADAM BEHSUDI 05/31/2019 02:30 PM EDT President Donald Trump’s decision to open a second front in his trade war sent tremors through global markets, unnerved corporate America and spurred economists to raise new warnings about the potential for a sharp economic slowdown just as the 2020 presidential contest […]
Excerpt from… How Federal Tax Reform Has Impacted Real Estate The short-term effects haven’t been as bad as predicted, but local governments are still worried about the long term. by Liz Farmer | May 20, 2019 SALT change has driven some people to make moves and may be slowing some markets. A couple in Old […]
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 […]
Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, May 13th, to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.
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.