Tag Archives: Trade War


U.S. Trade Representative is grilled on Capitol Hill about China and Mexico

Author: , Post Date: June 18, 2019
Yahoo Finance - David R. Kotok - U.S. Trade

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 […]

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. […]


Author: David R. Kotok, Post Date: June 13, 2019
Cumberland Advisors Market Commentary

Giacomo Puccini set China as the venue for his famous opera Turandot. Opera buffs will know it well. Anyone not familiar with this intriguing romantic opera is certainly invited to experience it. Why do I start a commentary about China and the Trump Trade War by invoking an opera to serve as a metaphor? The […]

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 […]

Finally, Some Positive Trade News

Author: William Witherell, Ph.D., Post Date: May 21, 2019
Market Commentary - Cumberland Advisors - Global Trade

Toward the end of a week during which global markets were pummeled by a sudden worsening in the prospects for a trade agreement between China and the US, President Trump announced two positive developments in US trade relations with our allies. The first was a decision to defer for six months a scheduled imposition of […]

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

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 […]