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): William Witherell, Ph.D. | Sat November 9, 2019
The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from their current low levels if needed to maintain progress towards the 2% inflation objective.
Author(s): David R. Kotok | Fri November 8, 2019
The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming
Author(s): David R. Kotok | Wed November 6, 2019
While Washington (politics and baseball) dominates the headlines, the American farmer continues to be bludgeoned by the Peter Navarro-designed and Donald Trump-approved trade war. The last two years have seen a significant erosion in US agricultural exports, and farmers have been badly hurt.
Author(s): Cumberland Advisors | Sun November 3, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Patricia Healy, CFA | Sat November 2, 2019
The fires engulfing parts of California are feared to become the nation’s worst fire disaster, possibly surpassing 2017 and 2018 fire events. Spurred on by wind gusts of up to 80 mph, this disaster harkens back to Superstorm Sandy, which occurred seven years ago, in October 2012.
Author(s): Robert Eisenbeis, Ph.D. | Sat November 2, 2019
Following the FOMC’s announcement of its third consecutive rate cut after its meeting this week, speculation immediately broke out among market participants about whether additional cuts or even rate increases might be on the horizon going into 2020. However, such speculation is probably more…
Author(s): David R. Kotok | Thu October 31, 2019
The latest federal deficit numbers show the Trump budget implementation running about $1 trillion annualized. Here’s the link to a PDF that contains details and projections by the Congressional Budget Office: https://www.cbo.gov/system/files?file=2019-01/54918-Outlook-AppendixC.pdf.
Author(s): Cumberland Advisors | Mon October 28, 2019
Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you'll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses.…
Author(s): Cumberland Advisors | Sun October 27, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat October 26, 2019
We’re again returning to the complex subject of wealth taxation. Why? A number of readers have asked us for further details about it.