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. | Wed February 27, 2019
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…
Author(s): David R. Kotok | Tue February 26, 2019
Author(s): Robert Eisenbeis, Ph.D. | Sat February 23, 2019
Attention has turned to what extra gems of information might be contained in the release of the FOMC’s January 2019 minutes about the future path of policy. Comments have focused on the Fed’s balance sheet, the consequences of its runoff for financial markets, and what the Fed’s policies might…
Author(s): David R. Kotok | Thu February 21, 2019
Jim Bianco, my friend and regular fishing buddy at Camp Kotok, penned a note on “a side effect of the government shutdown.” Readers know we have done a six-part series on the shutdown, and we have been hugely critical of the political process, with both Democrats and Republicans equally as our…
Author(s): | Mon February 18, 2019
Cumberland Advisors Week in Review
(Feb 11, 2019 - Feb 15, 2019)
February 16, 2019
Author(s): Robert Eisenbeis, Ph.D. | Thu February 14, 2019
With the desire to finance both an increasing deficit and an increase in government services, politicians are searching far and wide for funds. Increasingly, proposals are surfacing to tax wealth rather than income as the means to fund pet projects. The proposals attract followers since unequal…
Author(s): John R. Mousseau, CFA, Patricia Healy, CFA, & Gabriel Hament | Wed February 13, 2019
There have been headlines recently describing the drop in state tax revenues versus forecasts for some of the higher-tax states such as California, New York, and New Jersey. Part of the falloff is due to an exodus of higher-income residents from high-tax states, such as the ones above, for…
Author(s): David R. Kotok | Wed February 13, 2019
US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns.
Author(s): Cumberland Advisors | Sun February 10, 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): | Sun February 10, 2019