Sign up for our newsletter and receive weekly market updates and monthly industry insights and inspiration, sent directly to your inbox.

Subscribe to our Weekly Market Commentary
12 months ago

Stocks Moved Higher as Investors Waited for Thursday’s CPI Report: Market Commentary from Cabana’s CEO – July 12, 2024  

Stocks have moved higher over the past week, once again led by “Big Tech”. Bonds and corresponding yields have mainly stayed put. All this has occurred as investors waited for the release of Thursday’s June CPI report.   Analysts were predicting a further drop in inflation compared to May (MOM or month-over-month) and this time last… Read the full article.

1 year ago

It Seems the Fed’s Message Earlier this Month was Good Enough for the Market: Market Commentary from Cabana’s Ceo – May 14, 2024 

Well, just like that stocks (the main indices) bounced back to reclaim their respective 50-day moving averages last week. Over four short trading days, investors put a technical end to the correction that began one month ago. Bonds have seen some daylight as well, with the 10-Year Treasury yield falling back below 4.5%. It seems… Read the full article.

1 year 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.