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 Kotok | Thu January 12, 2017
Picture this story on the front page of the New York Times or the Wall Street Journal:
japantimes.co.jp/news/2017/01/06/national/social-issues/japan-academic-societies-propose-defining-elderly-aged-75-older.
Author(s): Bill Witherell | Wed January 11, 2017
Leading economic data released last week indicate that European economies were accelerating as 2016 drew to a close. The political uncertainties facing the region, including elections in France, Germany, and the Netherlands, along with the opening of Brexit negotiations, apparently have not…
Author(s): Gabriel Hament | Tue January 10, 2017
"To give away money is an easy matter and in any man's power. But to decide to whom to give it and how large and when, and for what purpose and how, is neither in every man's power nor an easy matter.”[1] – Aristotle, 4th century BC
Author(s): Robert Eisenbeis | Sat January 7, 2017
While the FOMC’s December rate hike was widely anticipated, there are some noteworthy and somewhat surprising revelations in the minutes released on Wednesday. Three critical observations jump out. First, the general tone of the minutes this time was substantially more upbeat than previously.…
Author(s): David Kotok | Fri January 6, 2017
Let’s consider the widening spreads between the spot market price for LIBOR and FRA pricing. We think those widening spreads spell rising risk.
Author(s): Robert Eisenbeis, Ph.D. | Thu July 21, 2011
At the Federal Reserve’s July 13, 2011 hearings before the House Financial Services Committee, Representative Al Green cited evidence that the Fed made a profit on its QE 1 and QE 2 asset acquisitions and that the transfer of those funds back to the Treasury has helped reduce the deficit. In …
Author(s): David R. Kotok | Fri January 2, 1970
The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming
Author(s): Cumberland Advisors | Fri January 2, 1970
Author(s): David R. Kotok | Fri January 2, 1970
Barry Ritholtz was kind enough to invite us for a podcast interview for the Bloomberg Radio Masters in Business series. In the first thirty minutes we discuss markets and interest rates and the Fed. There is also conversation about the work of the Global Interdependence Center.
Author(s): Cumberland Advisors | Fri January 2, 1970
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.