Tag Archives: Federal Reserve

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Cumberland Advisors Market Commentary –  Loretta Mester Interview

Author: David R. Kotok, Post Date: June 19, 2020
Fed president & CEO Loretta Mester On Demand Interview

Loretta Mester has a distinguished, multi-decade career with the Federal Reserve. She currently serves as president and CEO of the Federal Reserve Bank of Cleveland, votes on the FOMC, and immerses herself deeply in the issues of America’s banks and financial institutions. She agreed to an extended and detailed hour-long discussion with GIC. Here’s the […]

Cumberland Advisors Market Commentary – The FOMC: Whatever (and However Long) It Takes

Author: Robert Eisenbeis, Ph.D., Post Date: June 17, 2020
Market Commentary - Cumberland Advisors - The FOMC Whatever (and However Long) It Takes

To no one’s surprise, the FOMC in its June meeting reaffirmed its 0–25 basis-point target for the federal funds rate. Markets did not react well, especially since the announcement came on the heels of a fairly downbeat assessment by Chairman Powell regarding the expected slow path for the recovery and the problems in the labor […]

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 […]

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 […]

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 –  Money, Taxes, Fed & COVID-19

Author: David R. Kotok, Post Date: May 26, 2020
Market Commentary - Cumberland Advisors - Money, Taxes, Fed & COVID-19

At the following link readers may download a PDF file of the May 15th Joint Committee on Taxation analysis of federal receipts attributable to the latest stimulus bill passed by the House: https://www.jct.gov/publications.html?func=startdown&id=5260. The pressure for the Senate to act is growing daily and will only intensify. We expect something to come in the way of […]

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 […]

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 […]

ROBERT EISENBEIS: Too early to tell on financial relief programs in pandemic

Author: , Post Date: May 11, 2020
Cumberland Advisors Robert "Bob" Eisenbeis Ph.D. In The NewsCumberland-Advisors-Robert "Bob" Eisenbeis Ph.D. In-The-News

Excerpt from the Sarasota Herald-Tribune Too early to tell on financial relief programs in pandemic Posted May 11, 2020 by Robert Eisenbeis, Ph.D. Congress and the Trump administration have embarked upon a massive federal stimulus program to mitigate the impact of the coronavirus on the U.S. economy. At the same time, the Federal Reserve has […]

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 […]