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 | Thu July 26, 2018
I know an old lady who swallowed a fly. I don’t know why she swallowed a fly. Perhaps she’ll die.
I know an old lady who swallowed a spider. It wiggled and jiggled and tickled inside her. She swallowed the spider to catch the fly. I don’t know why she swallowed the fly. Perhaps...
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Author(s): David R. Kotok | Wed July 25, 2018
The Trump-Navarro trade war rhetoric ratchets higher. And jawboning the Fed is now added to the turmoil; our colleague Bob Eisenbeis has recently reflected on that one: https://www.cumber.com/fed-independence. Meanwhile most of the world is now labeled a currency manipulator by POTUS in his…
Author(s): Robert Eisenbeis, Ph.D. | Tue July 24, 2018
In the wake of the turmoil in Washington, DC, over his performance in Helsinki, President Trump also took a sideswipe at the Federal Reserve, criticizing the FOMC’s recent efforts to normalize policy.
Author(s): David R. Kotok | Sun July 22, 2018
After my recent travels in several Western states (WY, UT, CO, ID), where I interacted with several hundred folks, participating in panel sessions at the Rocky Mountain Summit in Teton Springs, ID, and engaging in private roundtables with professional and financial industry colleagues and…
Author(s): David R. Kotok | Fri July 20, 2018
While I was on my four-state trip out West, a small item crossed my news feed. Politico picked it up from the New York Times story about the WHO meeting and the US’s bullying of Ecuador. The US representatives were trying to dilute the World Health Organization’s support of breastfeeding. They…
Author(s): David R. Kotok | Tue July 17, 2018
We’re back. During travels in four states (CO, ID, UT, WY) and participating in the Rocky Mountain Summit public conference, two private roundtables, client meetings, and prospect presentations, I encountered hundreds of business-people, econ and financial types, legal and accounting…
Author(s): David R. Kotok | Sat July 14, 2018
With the summer mosquito season underway, Zika wings its way back into the news.
Author(s): David R. Kotok | Wed July 11, 2018
Former St. Louis Fed President Bill Poole who also was an economic adviser to Ronald Reagan has written about Trump-Trade policy and published this profoundly instructive commentary on July 2. He reveals the money conflict of interests that lurk behind some of the tariffs and he proposes a…
Author(s): Robert Eisenbeis, Ph.D. | Tue July 10, 2018
The FOMC June minutes were released this past week, along with the Committee’s most recent predictions as detailed in its Summary of Economic Projections (SEPs).
Author(s): David R. Kotok | Sat July 7, 2018
Fundstrat Daily reports that “YTD, the crypto market is down -60.7%” as of July 2.
We have been asked again about Bitcoin and “bubbles” following the recent gyrations and the plunge. “Should I buy it?” asked a reader.