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 R. Kotok | Wed August 22, 2018
Mr. David Malpass, at the US Treasury, will meet with Chinese Commerce Minister Wang Shouwen in late August. This is excellent news.
Dennis Gartman beat me to this on Thursday morning. I’m in complete agreement with Dennis’ assessment:
Author(s): David R. Kotok | Sun August 19, 2018
“Is there a vaccine now for Zika?” I asked Dr. Judy Monroe, president-CEO of the CDC Foundation. “Not yet, but we’re working on it,” she answered. For a YouTube of my interview with Judy when she visited Camp Kotok, see https://youtu.be/rge2tC74kSc.
Author(s): Shaun Burgess | Fri August 17, 2018
August has brought welcome news for the Commonwealth of Puerto Rico and for creditors eager to see a resolution to the bankruptcy process that started more than two years ago with the passage of the Puerto Rico Oversight, Management, and Economic Stability Act (PROMESA).
Author(s): David R. Kotok | Wed August 15, 2018
Let’s see. An American company with American employees catches fish. It ships the fish to China. China imposes a tariff or retaliatory tariff when the fish arrives from America.
Author(s): Bill Witherell, Ph.D. | Tue August 14, 2018
The Turkish lira is down more than 40% year to date, with Friday’s fall alone reaching 18.5% at one point and ending down 14.3% for the day. While Turkey’s economy is not large, some major European banks have big exposures in non-lira loans.
Author(s): David R. Kotok | Wed August 8, 2018
We will offer readers a few references so they can become quick studies on why certain changes in the tax code are distorting the shape of the yield curve (flattening it) and why that distorting effect will change in about six weeks.
Author(s): David R. Kotok | Thu August 2, 2018
We thank many readers for their responses to our three-part Western trip series.
For those who missed them, we will list the three links here:
Author(s): Bill Witherell, Ph.D. | Wed August 1, 2018
Yesterday the Bank of Japan (BOJ) announced in a report “Strengthening the Framework for Continuous Powerful Monetary Easing” that its extraordinary policies will be maintained for an “extended period of time”.
Author(s): Robert Eisenbeis, Ph.D. | Tue July 31, 2018
Friday’s GDP release showing growth at 4.1% is clearly positive news.
Author(s): Robert Eisenbeis, Ph.D. | Thu July 26, 2018
In the latest on US trade policy, we are now starting to see the economic consequences of starting a tariff war. Farmers have been complaining that they are being hurt irreparably by the imposition of tariffs in retaliation for the tariffs being imposed on China and our allies. The Trump…