Tag Archives: tariffs

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The Market Expects the Fed to Do Its Duty

Author: , Post Date: June 15, 2019
Cumberland Advisors in the News

Excerpt from Bloomberg.com article, The Market Expects the Fed to Do Its Duty by John Authers June 14, 2019 The market expects. President Donald Trump’s threat to impose tariffs on Mexican imports has come and gone, but the market remains convinced that the prospects for the Federal Reserve have changed utterly in the last two weeks. […]

5G, Huawei, Trade War, Shooting War

Author: David R. Kotok, Post Date: May 23, 2019
Market Commentary - Cumberland Advisors - 5G, Huawei, Trade War, Shooting War

From the onset of the Trump trade war we’ve argued that the broad-brush tariffs advocated by Peter Navarro were damaging and that a very targeted approach on security and intellectual property would have been better. Finally, the tariff fight with China is being defined over 5G, which is where critical agreements always needed to be […]

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.

Bloomberg Daybreak Asia: Wear a Helmet When Doing Falconry With These Hawks (Radio)

Author: , Post Date: May 6, 2019
Cumberland's David Kotok on Bloomberg Radio

David Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joined Doug Krizner and Rishaad Salamat on Daybreak Asia. He says markets have been thrown a curveball by President Trump’s threats on tariffs. He goes on to discuss how China may react. Running time 04:25 This is a Bloomberg podcast. LISTEN HERE: Bloomberg Audio NOTE: Links to other […]

Shutdown. Markets. #2.

Author: David R. Kotok, Post Date: January 23, 2019
Cumberland Advisors Market Commentary by David Kotok

We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/). Responses were varied, as expected. Some folks maintained their sense of humor. Others blamed one side or the other and criticized my final sentence, in which I suggested that both sides share a measure of the blame. So let […]

Shutdown and Markets

Author: David R. Kotok, Post Date: January 22, 2019
Cumberland Advisors Market Commentary by David Kotok

The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown. Why? Markets believe the shutdown is temporary. Market agents look at the childish […]