Tag Archives: Trade

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Cumberland Advisors Guest Commentary –  Trump, Trade, Taxes, Troubles.

Author: David R. Kotok & Robert Brusca, Ph.D., Post Date: August 2, 2019
Market-Commentary by David R. Kotok & Robert Brusca, Ph.D.

Bob Brusca, Chief Economist of Fact and Opinion Economics, sent a research note entitled “Why Trump is nagging Powell.” He included this chart. Note the dates. The table above ranks the change in the ISM (Mfg.) and its components from their levels on the eve of Trump’s election to the current month. The ISM and […]

Too Many Uncertainties

Author: , Post Date: June 21, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Excerpt from Barron’s Too Many Uncertainties 06/21/2019 By Paul Farrell Barron’s writer, Paul Farrell, assembles a collection of outtakes for his piece titled, “Too Many Uncertainties.” Destabilizing Second-Quarter 2019 Review by William Witherell, Ph.D. of Cumberland Advisors June 20: The factors that have led to high volatility in the global equity markets during the quarter […]

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 […]

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.

Cumberland Advisors Market Commentary –  US-Canada Economics: An Interview with Susan Harper, Consul General

Author: David R. Kotok, Post Date: April 25, 2019
US-Canada - An Interview with Susan Harper, Canadian Consul General, Miami

Financial Markets and the Economy – Financial Literacy Day III, the conference that Cumberland sponsored at the University of South Florida Sarasota-Manatee (USFSM) on April 11, featured a conversation between myself and Susan Harper, Canada’s Consul General in Miami. I opened the interview by expressing my personal view of the importance of the durable relationship […]

Geopolitical Risks in Emerging Market Equity ETFs

Author: William Witherell, Ph.D., Post Date: March 5, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out. Also, unsettling markets were some negative signs about the […]

Considering China

Author: William Witherell, Ph.D., Post Date: February 26, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

China stocks surged Monday following Trump’s announcement that he will be delaying US tariffs on China. Prospects for a trade agreement between China and the US are now looking very good. It is evident that both sides need a positive resolution and are willing to compromise. Last year, China’s stock markets experienced their worst year […]

Cumberland Chair David Kotok (Podcast)

Author: , Post Date: February 1, 2019
Cumberland's David Kotok on Bloomberg Radio

Have you ever wanted to know more about the people who shape markets and business? P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. Running time 07:27 LISTEN HERE: Bloomberg Radio NOTE: Links […]