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): William Witherell, Ph.D. | Wed March 6, 2019
Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out…
Author(s): Committee for a Responsible Federal Budget | Tue March 5, 2019
Below is a full description and teaching aid. We are making it available to all readers. This thoughtful discussion was prepared by the Committee for a Responsible Federal Budget (Washington based, nonpartisan, civic 501c3). We are supporters of CRFB as they work diligently on a thankless task.…
Author(s): David R. Kotok | Sat March 2, 2019
We thank readers for their serious comments in response to our “Shutdown #7” discussion of regulation. For those who missed it, the link is https://www.cumber.com/shutdown-and-markets-7/.
Author(s): William Witherell, Ph.D. | Wed February 27, 2019
China stocks surged Monday following Trump’s announcement that he will be delaying US tariffs on China. Prospects for a trade agreement between China and the US are now looking very good. It is evident that both sides need a positive resolution and are willing to compromise. Last year, China’s…
Author(s): David R. Kotok | Tue February 26, 2019
Author(s): Robert Eisenbeis, Ph.D. | Sat February 23, 2019
Attention has turned to what extra gems of information might be contained in the release of the FOMC’s January 2019 minutes about the future path of policy. Comments have focused on the Fed’s balance sheet, the consequences of its runoff for financial markets, and what the Fed’s policies might…
Author(s): David R. Kotok | Thu February 21, 2019
Jim Bianco, my friend and regular fishing buddy at Camp Kotok, penned a note on “a side effect of the government shutdown.” Readers know we have done a six-part series on the shutdown, and we have been hugely critical of the political process, with both Democrats and Republicans equally as our…
Author(s): | Mon February 18, 2019
Cumberland Advisors Week in Review
(Feb 11, 2019 - Feb 15, 2019)
February 16, 2019
Author(s): Robert Eisenbeis, Ph.D. | Thu February 14, 2019
With the desire to finance both an increasing deficit and an increase in government services, politicians are searching far and wide for funds. Increasingly, proposals are surfacing to tax wealth rather than income as the means to fund pet projects. The proposals attract followers since unequal…
Author(s): John R. Mousseau, CFA, Patricia Healy, CFA, & Gabriel Hament | Wed February 13, 2019
There have been headlines recently describing the drop in state tax revenues versus forecasts for some of the higher-tax states such as California, New York, and New Jersey. Part of the falloff is due to an exodus of higher-income residents from high-tax states, such as the ones above, for…