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): David R. Kotok | Wed December 4, 2019
In our opinion, investors should not be deceived by any promise of a definitive Trump Trade War settlement. It isn’t in the cards. The best outcome is a truce, and even that will be more like a ceasefire. As of this writing, U.S.-China tariff talks continue, and a phase one trade deal is still…
Author(s): David R. Kotok | Mon December 2, 2019
For your convenience we offer the links below to our series of "Year-End & 2020 Forecast Notes" market commentaries by David R. Kotok.
Author(s): Cumberland Advisors | Sun December 1, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): William Witherell, Ph.D. | Thu November 28, 2019
On December 12th, UK voters will participate in a general election to determine the composition of the next government. The manifestos of both the Conservative Party and the Labor Party contain elements that should concern investors.
Author(s): David R. Kotok | Tue November 26, 2019
Negative-interest-rate policies (NIRP) have been criticized by some (me included) and pursued by others, including Europeans aligned with former European Central Bank (ECB) president Mario Draghi. However, growing numbers of Europeans are becoming disenchanted with NIRP, and some are now…
Author(s): Cumberland Advisors | Sun November 24, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): John R. Mousseau, CFA | Thu November 21, 2019
In the past few weeks Senator Elizabeth Warren has risen to be neck and neck with Joe Biden in most of the national polls for the Democratic nomination. In some of the electronic betting polls, though, Warren is ahead of Biden by 5–6 points, depending on the day.
Author(s): Robert Eisenbeis, Ph.D. | Wed November 20, 2019
Public attention this past week was riveted on the impeachment testimony before the House Intelligence Committee, which totally overshadowed Chairman Powell’s semiannual report and two days of testimony to Congress on monetary policy.
Author(s): David R. Kotok | Tue November 19, 2019
The United States has gotten itself into a trade war negotiations mess. (See "How Trump’s Trade War Went From Method to Madness," https://www.bloomberg.com/news/features/2019-11-14/how-trump-s-trade-war-went-from-method-to-madness.)
Author(s): Cumberland Advisors | Sun November 17, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.