We’ve seen remarkable volatility across all markets (stock, bond, commodities etc.) since the end of July. This volatility stems from investors’ search for clarity and stability within the ongoing trade war with China, and the resulting impacts on GDP here at home and abroad. Additionally, our central bank and interest rates are very much in play…. Read the full article.
I am writing today’s market commentary from Dallas. Tomorrow morning, I have been asked to be a panelist at the Texas RIA Summit. One of the main topics for discussion is how to manage portfolios given the risks anticipated in 2020. I thought I would incorporate my presentation tomorrow with our weekly discussion. The past… Read the full article.
The Long-Awaited End to a Very Volatile August… What’s Next?: Market Commentary from Cabana’s CEO – September 3, 2019
Last week was the end of a very volatile August. The month consisted of market swings between 2 and 3% daily. U.S. indexes lost between 1.5 and 2% overall. During this time, bond yields plummeted and are now at multi-year lows. There was also inversion in the yield curve, whereby the 2-year Treasury note is… Read the full article.