Tag Archives: Economy

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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 […]

Cumberland Advisors Market Commentary – Inflation and Capacity Utilization

Author: Robert Eisenbeis, Ph.D. & David R. Kotok, Post Date: May 22, 2020
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

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 […]

Barron’s – Wave Of COVID-19 Bankruptcies Poses Next Threat To US Economy

Author: , Post Date: May 14, 2020
Cumberland-Advisors-David-Kotok-In-The-News

Wave Of COVID-19 Bankruptcies Poses Next Threat To US Economy Excerpt from Barron’s (AFP News) – May 13, 2020 By John Biers Larger companies have generally survived the initial blow from the coronavirus crisis, but still face existential challenges to get through what will probably be a long and grinding recovery. Since COVID-19 shuttered much […]

Cumberland Advisors Market Commentary – The Fed and Markets

Author: Robert Eisenbeis, Ph.D., Post Date: April 28, 2020
Federal Reserve Building

Congress and the Trump administration have embarked upon a massive federal stimulus program to mitigate the impact of the coronavirus on the US economy. At the same time, the Federal Reserve has stepped up to bolster financial markets, having announced, in addition to its ongoing support of the repo market, a series of ten loan […]

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

Author: Cumberland Advisors, Post Date: April 25, 2020
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 – COVID – 19: Health Recovery and Economic Recovery Go Hand in Hand

Author: Peter A. Gold, Esquire & Jeffrey P. Gold, MD, Post Date: April 20, 2020
COVID - 19: Health Recovery and Economic Recovery Go Hand in Hand

There is a lot of competing information in circulation relating to the current coronavirus pandemic and there is now a rush to offer opinion on how to best reopen economies and communities in a safe manner. It is our honor and privilege to introduce you to the following authors who also happen to be brothers. […]

Cumberland Advisors Week in Review (Apr 13, 2020 – Apr 17, 2020)

Author: Cumberland Advisors, Post Date: April 18, 2020
Cumberland-Advisors-Week-In-Review-Update-Mar-13-2020-Matt

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 – Narrow Banks

Author: Robert Eisenbeis, Ph.D., Post Date: April 17, 2020
Narrow Banks

In a move largely overlooked due to the virus pandemic, on March 25, Judge Andrew L. Carter, Jr., of the United States District Court for the Southern District of New York dismissed a case filed by principals of The Narrow Bank (TNB) against the Federal Reserve Bank of New York (https://www.tnbusa.com/wp-content/uploads/2020/03/2020.03.25-TNB-Order.pdf). What is The Narrow […]

Cumberland Advisors Guest Commentary – Timely Data Matters

Author: Samuel E. Rines, Post Date: April 8, 2020
Guest Commentary - Timely Data Matters

My friend and Camp K veteran, Sam Rines ( Chief Economist at Avalon Investment and Advisory), has an excellent discussion on high frequency data and how critical it is in the current environment. He is kind enough to give us permission to share the entire piece entitled, “Timely Data Matters,” with our readers. Thank you, […]

Cumberland Advisors Market Commentary –  WW2 versus WWC: The Doolittle Moment

Author: David R. Kotok, Post Date: April 7, 2020
WW2 versus WWC - The Doolittle Moment 1280x720

We’re going to look at World War 2 (WW2) versus the World War COVID-19 (WWC) events now unfolding and see what we can glean about markets, economies, interest rates, inflation rates, and the overall outlook. Let’s start with the stock market.  We expect this will be a multi-part series. Below is a chart that shows […]