Category: Debt

  • France, Turmoil, Credit Spreads

    France, Turmoil, Credit Spreads

    (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) The political disruption in France has implications for the euro and for world financial markets. France is the second largest economy in Europe; Germany is first.  It was one of the original six countries that participated in the Maastricht…

  • Deficits & Interest Rates

    David R. Kotok, October 30, 2024 (The following was first published on Cumberland Advisors’ and The Kotok Report websites, and via LISTSERV. For details, visit https://www.cumber.com/ or https://kotokreport.com/.) There are many factors which impact interest rates, and the federal deficit and the total federal debt are only two of them. That said: The political rhetoric…

  • The Fed’s Balance Sheet

    David R. Kotok, August 14, 2024 (The following was first published on Cumberland Advisors and The Kotok Report websites and via LISTSERV. For details, visit https://www.cumber.com/ or https://kotokreport.com/.) Now that financial market agents and media pundits have collaborated in planning for one, two or three Fed rate cuts this year, the attention, and the debate,…