Cumberland Advisors

My colleague Bob Eisenbeis will address the Fed’s new policy and what it means for “Fed watching.” Let me address what I think it means for markets. We expect market agents to focus...

Last summer the Obama administration announced a “tilt” towards Asia, that is, a strategic rebalancing of US military forces to the Asia-Pacific region. Meanwhile, at Cumberland Advisors...

We are currently scheduled to “guest host” Bloomberg’s Surveillance from 6 to 7 AM on Monday, December 10. Morning coffee with Sara Eisen, Scarlet Fu and Tom Keene will be...

The absurdity of this fiscal cliff debate ignores vital questions. Does the federal government allocate resources well or poorly? Does the private market do it better or worse? And what should be the...

We have written about the Washington charade, including the fiscal cliff and the debt limit. Our friend and fishing buddy Jim Bianco summed the situation up in a note. What we like about Jim’s...

Debt limit is a term that creeps into the political lexicon every so often; it happens when America’s legal borrowing limit reaches its congressionally-set upper bound. Since the US nearly...

Moody’s cut France’s rating one notch to Aa1 and is maintaining a negative outlook for France. This is not surprising, as it follows a similar move by S&P last January, but it caps...

The almost interminable season of acrimony is over. We have the results. The Obama-led wing of the Democrat party will continue leading the nation in finance, economic matters and social direction.One...

http://taxfoundation.org/article/quick-guide-obama-and-romney-tax-plans .This link will take you to a summary of the two presidential candidates’ taxation plans. We are also copying the summary...

The presidential debate tonight on foreign policy will quickly return to domestic economics if, as and when each of the antagonists can wiggle it in. In two more weeks we will quickly go from...

On October 5, the Bureau of Labor Statistics (BLS) published the report “Employment from the BLS household and payroll surveys: summary of recent trends.” Here is the link. We recommend it...

Some follow-up notes to our commentary about California cities are in order. The most recent news involves San Bernardino and other California cities attempting to defer payments to CalPERS. For a...

If I could write that tweet again, I would have added a few question marks at the end‘ in order to ‘make it clear I was raising a question,’ he wrote. Still, he added, the dip in...

Vanguard has announced it is changing the benchmarks that they track for 22 of their index funds. The affected funds include six Vanguard international stock equity funds, including the corresponding...

About once a week, Sri Jegarajah sends a survey to a list of market observers located around the world. We have the good fortune to be among the group. The group shares its views internally. It seems...

Instead of many millions spent in purposely scripted, and therefore hyperbolic and distrusted and misleading, ads, we got to see an exchange. I, for one, found it fruitful. Some issues are clarified;...