Tag Archives: USMCA

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4Q2019 Review – US Equity ETF

Author: David R. Kotok, Post Date: January 3, 2020
Cumberland Advisors - Quarterly Review - US ETF

In 4Q 2019 markets continued to react to the buffeting news flow as an array of headlines besieged investors. Brexit, the Trump Trade War, energy sector write-offs (Chevron), political attacks in the healthcare sector, Fed policy debate and proposed wealth taxation were among the many worrisome topics. Meanwhile, US stock markets reached all-time highs, and […]

Cumberland Advisors Market Commentary – Will Emerging-Market Equities Finally Outperform in 2020?

Author: , Post Date: December 10, 2019
Market Commentary - Cumberland Advisors - William 'Bill' Witherell - Will Emerging-Market Equities Finally Outperform in 2020

Following outflows from emerging-market equity funds during the first three quarters of 2019, significant inflows are occurring in the fourth quarter as investor sentiment becomes more positive, anticipating stronger performance for this asset class in 2020. Possible future outperformance for emerging markets would follow an extended period of underperformance. Over the past 5 years, the […]

More on Tariffs

Author: Robert Eisenbeis, Ph.D., Post Date: June 6, 2019
Cumberland Advisors Market Commentary

Assessing the impact of the series of US tariff changes in 2018 and 2019 is difficult. The tariffs have been revised and updated over time. Indeed, MarketsInsider lists about 27 tariff-related events and announcements between March 2018, when President Trump announced tariffs on steel and aluminum imports from all countries, and May 23, 2019.[1] They […]

Trump’s two-front trade war triggers alarms

Author: , Post Date: May 31, 2019
David R. Kotok

Excerpt from Politico By BEN WHITE and ADAM BEHSUDI 05/31/2019 02:30 PM EDT President Donald Trump’s decision to open a second front in his trade war sent tremors through global markets, unnerved corporate America and spurred economists to raise new warnings about the potential for a sharp economic slowdown just as the 2020 presidential contest […]

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 –  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 […]