Insights
Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.
Author(s): Cumberland Advisors | Tue June 11, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be…
Author(s): David R. Kotok | Sat June 8, 2019
“We’ve told Mexico the tariffs go on, and I mean it too. And I’m very happy with it. And a lot of people, senators included, they have no idea what they’re talking about when it comes to tariffs. They have absolutely no idea. When you have the money, when you have the product, when you have the…
Author(s): Robert Eisenbeis, Ph.D. | Fri June 7, 2019
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…
Author(s): David R. Kotok | Thu June 6, 2019
“The Trump Administration last year recognized the importance of rare earths elements – albeit as an after-thought – when it pulled them off a list of Chinese imports to be hit with US tariffs. China mines about 80% of the 17 elements that appear on the Periodic Table, and has a lock on about 90…
Author(s): William Witherell, Ph.D. | Tue June 4, 2019
The results of the European Union’s Parliamentary elections, held the last weekend in May, were welcomed by investors as being not as bad as many had feared.
Author(s): David R. Kotok | Fri May 31, 2019
My note today puzzles over the Fed’s sitting on the sidelines while other central bankers act together to mitigate a growing risk to national economies and the global financial system.
Author(s): Robert Eisenbeis, Ph.D. | Wed May 29, 2019
In advance of the release of the FOMC’s May minutes, speculation in the press and by financial market participants was that the Committee might cut the federal funds target rate. The main line of conjecture centered on how long the FOMC could continue to miss its inflation target on the downside…
Author(s): David R. Kotok | Tue May 28, 2019
“[On Saturday, May 25,] more than 980 cadets became army second lieutenants at West Point’s football stadium. America’s Vice-President, Mike Pence, told them President Trump has proposed a $750bn defense budget for 2020 and said the US ‘is once again embracing our role as the leader of the free…
Author(s): Cumberland Advisors | Mon May 27, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be…
Author(s): David R. Kotok | Fri May 24, 2019
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…