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): Robert Eisenbeis, Ph.D. | Wed October 16, 2019
As a follow-up to David Kotok’s piece last week on taxing wealth (https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/), it may be useful to remind readers what the potential incentive effects might be when it comes to the implications of wealth tax proposals to tax wealth…
Author(s): David R. Kotok | Tue October 15, 2019
Elizabeth Warren (@ewarren)
“On my first day as president, I will sign an executive order that puts a total moratorium on all new fossil fuel leases for drilling offshore and on public lands. And I will ban fracking—everywhere.” (Twitter, 4:26 PM, Sep 6, 2019)
Author(s): Cumberland Advisors | Sun October 13, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Cumberland Advisors | Sat October 12, 2019
Author(s): David R. Kotok | Thu October 10, 2019
Democratic presidential candidates Castro, Sanders, and Warren have explicitly sponsored wealth taxation.
Readers may view the candidates’ proposals at their campaign websites:
Author(s): Robert Eisenbeis, Ph.D. | Tue October 8, 2019
The Federal Reserve Bank of New York announced on Friday, Oct 4 that it would continue to offer a maximum of $75 billion in overnight repurchase agreements and at the same time offer a series of term repos through at least November 4 according to the following schedule:[1]
Author(s): Cumberland Advisors | Mon October 7, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Cumberland Advisors | Sun October 6, 2019
In early September 2019 there was an unusual spike in rates in the repurchase (“repo”) market causing a liquidity squeeze on broker-dealers that use repos to finance their portfolios of Treasury and agency securities. It remains a mystery as to what catalyzed the liquidity squeeze. …
Author(s): William Witherell, Ph.D. | Sat October 5, 2019
The latest September data for the eurozone economy from IHS Markit present a deteriorating picture, with the demand for goods and services falling at its fastest rate in over six years and a deepening recession in manufacturing.
Author(s): Shaun Burgess | Fri October 4, 2019
As the third quarter comes to a close, it will go down as one of the most turbulent in recent memory for the Commonwealth of Puerto Rico. Civil unrest led to a number of high-profile resignations as well as to three different individuals holding the title of governor in the span of a week.
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