Weekly Market Commentary

Cabana’s CEO Chadd Mason shares his unique perspective on the markets here and across the world every Monday.

Chadd Mason

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3 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.

5 months 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.