Tag Archives: Trade War

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Cumberland Advisors Market Commentary – The Bond Conundrum and How to Manage

Author: John R. Mousseau, CFA, Post Date: August 20, 2019
Market Commentary - Cumberland Advisors - Bond Conundrum

The past couple of weeks have been breathtaking for bond investors and observers of the bond market. The yield on the 30-year Treasury bond is now at a record low – it dipped under 2% this week – and the 10-year Treasury is not far off its record low of 1.36% set in July 2016 […]

Cumberland Advisors Market Commentary – Rocky Mountain Summit

Author: David R. Kotok, Post Date: July 18, 2019
Rocky Mountain Summit July 2019

Four states – CO, WY, ID, UT – in six days; private professional meetings, a few public gatherings, two Chatham House roundtables, and one half-day with a fly rod. My longtime friend Bill Dunkelberg and I brought nearly 40 trout to the net for release. An equal number escaped the net during the fight. Here […]

Cumberland Advisors Market Commentary – Osaka and the DMZ

Author: David R. Kotok, Post Date: June 30, 2019

Ceasefire:  An agreement to temporarily stop shooting while trying to reach a truce Truce:  A more durable cessation of shooting while antagonists attempt to reconcile differences and reach a peace treaty Treaty: An agreement which is then memorialized and signed by both sides The US and China seemed to have tentatively achieved a treaty when […]

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. […]

Turandot

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 […]