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2 months ago

How the Markets Closed Out February on a Positive Note: Market Commentary from Cabana’s CEO – March 4, 2024 

Late last week, we got the much-anticipated PCE (Personal Consumption Expenditures) report. This is the Federal Reserve’s favorite inflation indicator. After two fairly hot inflation reports in February, this was important to see whether the downward trend in inflation remains in place. The market was looking for a .3% month-over-month increase and 2.4% twelve-month increase… Read the full article.

2 months ago

Last Week Was the First Down Week in the Past Six – What Could it Mean?: Market Commentary from Cabana’s CEO – February 21, 2023 

The past week we have seen two separate inflation measures (CPI and PPI) come in above expectations. This has increased upward pressure on interest rates while reducing chances the Federal Reserve (the “Fed”) will cut rates anytime soon. The message from our Central Bank has been clear that rate cutting will not begin until it… Read the full article.

2 months ago

Rate Cuts May No Longer be Imminent and Investors are Treading Water: Market Commentary from Cabana’s CEO – February 8, 2024 

The market cap-weighted stock indices continue to march higher after a brief pullback in early January. This continues to be led by technology stocks, while most other sectors are underperforming. Bonds, real estate, utilities, dividend paying stocks and other interest rate sensitive assets remain under pressure as yields have bounced above 4% again.   Chairman… Read the full article.

4 months ago

Are the Past Two Very Unprecedented Years Finally Coming to an End?: Market Commentary from Cabana’s CEO – December 22, 2023 

Stock and bond markets have managed to churn higher over the past week, despite increased volatility. We are still seeing much-needed catch-up in sectors such as financials, real estate and industrials. Small and mid-caps are outperforming the mega-cap tech darlings of the past year. I pointed out earlier this week that I believe this is… Read the full article.

6 months ago

Stocks Spent the Past Week Bouncing from Oversold Conditions: Market Commentary from Cabana’s CEO – October 16, 2023 

Stocks spent last week bouncing from oversold conditions that resulted from the pullback that began in August. The market-leading Nasdaq and cap-weighted S&P 500 found support just above their 200-day moving averages and, importantly, for the S&P 500 just above the important 420 level (SPY). I have included a six-month chart below for reference. The… Read the full article.