Tag Archives: tariffs

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How the coronavirus could spark a severe slowdown or recession in America

Author: , Post Date: February 26, 2020
Market Commentary - Cumberland Advisors - Corona Virus & Markets

How the coronavirus could spark a severe slowdown or recession in America Excerpts below. By Matt Egan, CNN BusinessWednesday, Feb 26, 2019 New York (CNN Business)The longest economic expansion in American history has survived an unprecedented trade war, a catastrophic tsunami in Japan and a severe crash in oil prices. The fast-moving coronavirus poses yet […]

Healthcare & Energy Assets Poised to Outperform: (Bloomberg Radio Podcast)

Author: David R. Kotok, Post Date: December 11, 2019
Bloomberg-Radio-20191210

Cumberland Advisors’ David R. Kotok talks about his current market and investment outlook. Hosted by Lisa Abramowicz and Paul Sweeney. Running time 07:54 Play Episode Before it’s here, it’s on the Bloomberg Terminal. LEARN MORE Also see David’s Nov 25, 2019 commentary on NIRP: https://www.cumber.com/cumberland-advisors-market-commentary-nirp-lagarde-trump-dickens-holidays/ If you’ve enjoyed this exchange, please feel free to explore […]

Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry

Author: , Post Date: December 5, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from… Barron’s Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry https://www.barrons.com/articles/trump-threats-trade-china-tariffs-france-steel-worrying-analysts-51575396098 By Reshma Kapadia – Dec 23, 2019 Talk about being whipsawed. The market has gone from cheering word from President Donald Trump that negotiators were in the “final throes” of an initial trade deal to […]

Tariff Man keeps coming back because trade wars aren’t easy to win

Author: , Post Date: December 3, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from… CNN Business Tariff Man keeps coming back because trade wars aren’t easy to win https://www.cnn.com/2019/12/03/business/trade-war-trump-china-france/index.html by Matt Egan – Dec 23, 2019 New York (CNN Business) President Donald Trump, armed with sweeping tax cuts and a handpicked Federal Reserve chief, confidently told the world in March 2018 that “trade wars are good, and […]

Trade wars and ETFs: let the battle commence

Author: , Post Date: December 2, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Trade wars and ETFs: let the battle commence Excerpt from Informa Connect (KNect365) by David R. Kotok The United States has gotten itself into a trade war negotiations mess. Will it manage to dig its way out of the hole and will ETFs play a role? David Kotok, chairman and CIO, Cumberland Advisors examines. China: […]

Bloomberg Surveillance: Negative Interest Rates with Kotok (Radio Podcast)

Author: David R. Kotok, Post Date: November 27, 2019
Market Commentary - Cumberland Advisors - NIRP Quote (David Kotok)

Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now. He also discusses China, the pork shortage, and the impact of viruses on the global food supply. Running time 25:02, David is introduced at the 10:45 mark – Play […]

Bloomberg Daybreak: Australia with David R. Kotok on Trade and China (Video)

Author: , Post Date: November 21, 2019
Bloomberg Daybreak Australia - David Kotok talks Trade & China

Bloomberg Daybreak: Australia with David R. Kotok on Trade and China Nov 20, 2019 David Kotok joins Bloomberg Daybreak: Australia to discuss the US-China trade relationship. “Our view is, a full trade arrangement with China has eluded us; it’s gone. Businesses are now making decisions about location around the world. They’re changing what they’re doing. […]

Bloomberg-Expect Markets to go Higher – Kotok (Radio)

Author: David R. Kotok, Post Date: October 13, 2019
Cumberland's David Kotok on Bloomberg Radio

Cumberland Advisors’ David R. Kotok says the moves we have heard on trade are lacking in substance, but the market has still been given some comfort. He goes on to his expectations for a strengthening energy sector. Running time 07:07 – Play Episode: https://www.bloomberg.com/news/audio/2019-10-14/expect-markets-to-go-higher-kotok-radio If you’ve enjoyed this exchange, please feel free to explore other […]