Tag Archives: bond market

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Favor Asia Economies That Are Managing Pandemic: Kotok (Radio)

Author: , Post Date: July 30, 2020
Cumberland's David Kotok on Bloomberg Radio

Favor Asia Economies That Are Managing Pandemic: Kotok (Radio) July 30, 2020 – Running time 06:26 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-07-30/favor-asia-economies-that-are-managing-pandemic-kotok-radio NOTE: Links to other websites or electronic media controlled or […]

The Fed’s Corporate Credit Facility

Author: Robert Eisenbeis, Ph.D., Post Date: July 6, 2020

On June 15, the Federal Reserve published revised terms and conditions for what it calls its Secondary Market Corporate Credit Facility, which is a special-purpose vehicle (SPV) created to purchase in the secondary market corporate debt that meets certain eligibility requirements. See https://www.newyorkfed.org/markets/secondary-market-corporate-credit-facility/secondary-market-corporate-credit-facility-terms-and-conditions. Included will be individual corporate bonds, certain exchange-traded funds (ETFs), and bond […]

Bloomberg Radio Interview: David Kotok – Health Care Will Be 20% of This Country’s GDP

Author: , Post Date: June 11, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok – Health Care Will Be 20% of This Country’s GDP June 11, 2020 – Running time 07:32 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Hosted by Vonnie Quinn and Paul Sweeney. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-06-11/health-care-will-be-20-of-this-country-s-gdp-kotok-radio NOTE: Links to other websites or electronic […]

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy

Author: , Post Date: May 27, 2020
Bloomberg Daybreak Australia with David R. Kotok (05-27-2020)

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy May 27, 2020 – Running time 48:27 – David joins at the 8:20 mark David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses markets, market dislocation, the economy, coronavirus, growth rates, liquidity, the bargain he sees in municipal bonds, and more. Hosted by Haidi […]

Bloomberg Radio Interview: David Kotok on Fed News

Author: , Post Date: April 30, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok on Fed News April 29, 2020 – Running time 08:03 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses the latest Fed news with Doug Krizner and Juliette Saly on Bloomberg Daybreak Asia. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-04-30/david-kotok-on-fed-news-radio?sref=XreMbXAF NOTE: Links to other websites or electronic media controlled or offered by […]

Bond Markets Through the Coronavirus – John Mousseau

Author: , Post Date: April 25, 2020
Money Show Webinar - Bond Markets Through the Coronavirus with John R. Mousseau, CFA

Join John R. Mousseau, president & CEO of Cumberland Advisors, as he walks you through the analysis of treasury, taxable, and municipal markets, federal monetary policy, and administration of fiscal policy. Watch in the embedded player or here:  Bond Markets Through the Coronavirus Learn more about John Mousseau here: https://www.cumber.com/team/john-r-mousseau/ Links to other websites or […]

Cumberland Advisors Week in Review (Apr 20, 2020 – Apr 24, 2020)

Author: Cumberland Advisors, Post Date:
Cumberland-Advisors-Market-Update-20200424

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 of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary – McConnell as Meredith Whitney

Author: John R. Mousseau, CFA, Post Date: April 23, 2020
Market Commentary - Cumberland Advisors -McConnell as Meredith Whitney (Mousseau)

Senate Majority Leader McConnell yesterday was reported by Bloomberg News as saying that he “would certainly be in favor of allowing states to use the bankruptcy route” rather than giving them a Federal bailout. This reminded us of 2010 when Meredith Whitney, a noted bank analyst, predicted that there would be hundreds of billions of […]

Bloomberg Radio Interview: Saudis Are Going In For The Kill, Targeting U.S. Oil (Podcast)

Author: , Post Date: April 22, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: Saudis Are Going In For The Kill, Targeting U.S. Oil (Podcast) April 21, 2020 — Running time 26:59 John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the […]

Bloomberg Radio Interview: Fed Following WW II Model to Control Yield Curve

Author: , Post Date: April 21, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok on Fed Following WW II Model to Control Yield Curve April 21, 2020 – Running time 07:36 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses bond markets, the Fed and current investment outlook. Hosted by Lisa Abramowicz and Paul Sweeney. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-04-21/fed-following-wwii-model-to-control-yield-curve-kotok-radio NOTE: Links to other […]