Tag Archives: Deflation

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Cumberland Advisors Market Commentary – Inflation, Deflation, and Capacity Utilization – Part 2

Author: Robert Eisenbeis, Ph.D., Post Date: June 3, 2020
Market Commentary - Cumberland Advisors - Inflation, Deflation, and Capacity Utilization – Part 2

Bloomberg’s Lisa Abramowicz recently tweeted, “When you measure the prices of things Americans are spending money on right now, ‘it turns out that the actual inflation rate is not as low’ as the data suggest” (https://twitter.com/lisaabramowicz1/status/1263868020516151298). Her evidence was a chart showing how spending for food at home had jumped while spending on food away […]

Cumberland Advisors Market Commentary – Inflation and Capacity Utilization

Author: Robert Eisenbeis, Ph.D. & David R. Kotok, Post Date: May 22, 2020
Market Commentary - Cumberland Advisors - Inflation, Deflation, and Capacity Utilization

At Cumberland, we continuously have internal strategy discussions. We decided to make one such discussion, on the subject of inflation and US capacity utilization, available in the form of a commentary to clients, consultants, and all readers. Below you’ll find a summation of our discussion, written by Bob Eisenbeis, Cumberland Advisors Chief Monetary Economist. -David […]

Cumberland Advisors Market Commentary – Inflation/Deflation: What Do We Know Now?

Author: Robert Eisenbeis, Ph.D., Post Date: May 18, 2020
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

The most recent CPI numbers show a decline of 0.8% for the month of April, triggering questions about both a possible deflation and where prices are likely to go in the future. The fact is that no one knows what inflation will do in the short run, and all we have to go on, as […]

Cumberland Advisors Market Commentary – Central Banks, Capital Markets, Debt/Deflation, Real Income Growth, Interest Rates & Housing

Author: David R. Kotok, Post Date: September 13, 2019
Camp Kotok - Big Lake - Stacked Stones - Conversations from Camp Kotok

We wrapped up our Labor Day Camp Kotok with a round of excellent on-the-record discussions that we’re happy to share with you here. David Kotok and Charles Plosser at Camp Kotok: The Challenges Facing Central Banks David Kotok and Christopher Whalen at Camp Kotok: Capital Markets, Debt and Deflation David Kotok and Doug Duncan at […]