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 | 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…
Author(s): William Witherell, Ph.D. | Wed May 22, 2019
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.
Author(s): George Friedman | Tue May 21, 2019
My friend George Friedman is an internationally known geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures (https://geopoliticalfutures.com/).
Author(s): | Sun May 19, 2019
Cumberland Advisors Week in Review (May 13, 2019 - May 17, 2019) May 18, 2019
Author(s): Robert Eisenbeis, Ph.D. | Sat May 18, 2019
Robert Brusca of FAO-Economics details some interesting information on US trade and the likely impacts that the current US-China trade war could have on prices.[1]
Author(s): Robert Brusca, Ph.D. | Wed May 15, 2019
My longtime friend and veteran international economist, Bob Brusca, has given us permission to publish his superb discussion of the trade war effects.
Author(s): Matthew McAleer | Tue May 14, 2019
This week's short video discusses current market conditions and how we are positioning portfolios. We didn't produce an update on Friday May 10th so we're including our thoughts on last week as well as today, Monday May 13, 2019.
Global trade dominated today’s headlines as the markets…
Author(s): David R. Kotok | Tue May 14, 2019
For a history of the Fed Board of Governors and its changes over the past century, see https://www.federalreserve.gov/aboutthefed/bios/board/boardmembership.htm .
Author(s): David R. Kotok | Thu May 9, 2019
Most Americans have never heard of the Stockholm International Peace Research Institute, www.sipri.org. A few minutes surfing their website might just inspire you to add it to your list of independent research sources.