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Tariffs & Financial Markets
David R. Kotok, Cumberland Advisors Co-Founder and Chief Investment Officer, September 25, 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/.) Recently I received a well-thought-out communication from a reader offering the following: “Tariffs on foreign goods are said to be…
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Behind the Curve?
David R. Kotok, September 22, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Today let’s consider why the Fed should always operate “behind the curve” (where there is data to rely on). It is important to note that the yield curve is not inverted anymore.…