Podcasts about market recap

Market Recap and Economic Insights: Tariffs, Corporate Taxes, and Housing Trends In this episode of Dividend Cafe, dated Wednesday, September 24, host Brian Szytel provides a market recap from Newport Beach, California. The DOW dropped 171 points, S&P and Nasdaq declined by approximately 0.3%, and there was a minor increase in 10-year bond yields. Szytel shifts focus from daily market movements to broader economic themes, discussing the ongoing impacts of tariffs on the economy, corporate earnings, and tax revenues. He notes a $96 billion increase in tariff-related revenues but a $108 billion decrease in corporate tax receipts due to recent legislation. Additionally, there's an anticipated $150 billion in tax refunds, which could boost the economy. Szytel also addresses the performance disparity between U.S. and Canadian midstream energy stocks and the influence of corporate structures on investment returns. Finally, he reports a significant rise in new home sales and median home prices for August, while annual growth remains below inflation levels. 00:00 Introduction and Market Recap 00:58 The Impact of Tariffs on the Economy 02:51 Corporate Tax Revenue and Consumer Impact 04:29 Midstream Energy Stocks Analysis 06:04 Housing Market Update 06:42 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

US equities were higher this week, with the S&P 500 and Nasdaq higher for a third-straight week and setting fresh record highs. A couple of pieces played into this week's upside, including a big focus on positive market trends at the start of a rate cutting cycle. The September FOMC meeting ended with a 25 bp cut, as expected, with one 50 bp dissent from new Governor Miran.

US equities were higher in Thursday trading, though stocks ended off best levels. Semis today had an outsized contribution to index gains following the news that Nvidia was investing $5B into Intel. Other areas of focus for today include Trump's request to the Supreme Court for an emergency order to permit him to fire Fed Governor Cook, and the Supreme Court setting the International Emergency Economic Powers Act hearing for 5-Nov.

US equities finished mixed in Wednesday trading, weathering some choppiness after today's FOMC meeting. The Fed delivered on a widely expected 25 basis point rate cut with the dot plot signaling another 50 basis of easing this year, though with a lot of dispersion. In other macro news, August housing starts fell 8.5% month over month, while July was revised down, its slowest pace since May.

Market Recap and FOMC Meeting Preview - September 16th, Dividend Cafe In this episode of Dividend Cafe, host Brian Szytel covers the market performance on a fairly uneventful trading day, with the DOW closing down 125 points, and both the S&P and Nasdaq seeing minor declines. The discussion shifts to the upcoming FOMC meeting, highlighting the high probability of a 25 basis point rate cut, potential dissents from new appointee Governor Steven Miran and others, and the implications for future Fed policy. Retail sales and industrial production data show stronger-than-expected performance, despite a softening labor market. Brian also touches on the Home Builder Confidence Survey and its correlation with interest rates and the housing market. The episode ends with a reminder to tune in for the next update and reach out with questions. 00:00 Introduction and Market Overview 00:28 FOMC Meeting and Rate Policy Expectations 01:01 Potential Dissents and Fed Dynamics 01:43 Understanding the Taylor Rule 03:16 Current Economic Indicators 04:10 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

US equities finished mostly lower in fairly uneventful Tuesday trading. S&P and Nasdaq came slightly off Monday's record highs. Headline August retail sales rose 0.6% m/m. August housing starts and building permits out on Wednesday morning, followed by FOMC statement, updated SEP and Powell press conference that afternoon.

US equities finished higher in quiet, rangebound Monday trading, with the S&P 500 and Nasdaq both setting fresh record closes. It was a very quiet session with no changes to broader market narratives, which are in waiting mode ahead of this week's big macro catalysts. Wednesday's FOMC meeting is the week's main event.

Markets pushed higher this week but we might be setting up for a “Sell the News” event next week. How so? TUNE IN TO FIND OUT!

US equities were higher this week with healthy gains across the major indices, though Nasdaq outperformed, supported by Big Tech, while the Russell 2000 underperformed. All eyes are on next Wednesday's FOMC meeting. Employment data was in-focus this week as Fed and broader market scrutiny increases around signs of labor market weakening.

US equities were higher in Thursday trading, near their best levels. The S&P and Nasdaq are both on pace for new all-time-highs, extending Wednesday's record closes. The market narrative today centered on takeaways around economic data, which led to more rate stabilization and a steeper Fed rate cut path.

US equities were mixed in Wednesday trading, though ended off worst levels, with the Dow Jones closing down 48bps, while the S&P500 and Nasdaq rose 30bps and 3bps respectively. Today's headline August PPI dropped 0.1% m/m vs Street expectations for a 0.3% rise, and core PPI also declined 0.1% m/m against consensus outlook for +0.3% rise. Treasury's sale of $39B in 10Y notes was very well received. Oracle led the market higher after a monster surge in the company's RPO

US equities finished mostly higher in Tuesday trading. Major indices ended near best levels with a notable surge in the last half hour of trading. Benchmark revision to US payrolls spun as more negative than e

Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Boson also provides insights into nominal GDP expectations and the impact of tariffs on various sectors. Listeners are encouraged to visit DividendCafe.com for detailed analyses and a philosophical discussion on the U.S. free market economy from last Friday's special edition. 00:00 Welcome to Dividend Cafe 02:13 Market Recap and Insights 04:02 Public Policy Updates 05:58 Economic Indicators and Job Market 08:21 Housing Market Analysis 10:56 Federal Reserve and Interest Rates 12:25 Oil Market and Health Statistics 13:47 Closing Remarks and Special Mentions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Lloyd is joined by Ahsan to unpack a complex summer in the transfer window for City. Plus a little look forward to what happens in January.

US equities were higher in uneventful Monday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 25bps, 21bps, and 45bps respectively. Upside was limited and trading very rangebound, though the Nasdaq still set a fresh record close. Data from the NY Fed showed 1-year inflation expectations up 10bps m/m to 3.2%; noted job replacement/rehiring optimism lowest since June of 2013. Echostar finished up nearly 20% on a deal to sell AWS-4 and H-block spectrum licenses to SpaceX for around $17B in cash and stock.

The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of 75k).And the June payrolls number was revised downwards to a LOSS of -13k jobs,. On top of that, this week's JOLTS data revealed that there are now *fewer* jobs openings than applicants, something we haven't seen since the early days of COVID.As the unemployment rate now rises to 4.3%, should we expect it to begin rising more aggressively from here as the economy continues to slow?Are we seeing the early warning signs that a recession lies ahead?Portfolio manager Lance Roberts and I discuss the odds, as well as the latest technical analysis for stocks, the ongoing breakout in gold & silver, the attractiveness of the oversold energy sector, prudent risk management best practices, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this latest Market Recap.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#labormarket #unemployment #recession _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Another terrible jobs number impacted the markets this week and one asset that's headed to the moon might be headed back to earth. What asset? TUNE IN TO FIND OUT!

US equities were mostly higher for the holiday-shortened week, starting the new month on a risk-off note and by Friday paring back from Wednesday and Thursday strength. Treasuries firmed notably across the curve as expectations grew for more Fed cuts this year

US equities traded higher in Thursday afternoon trading, near their best levels. It was a fairly busy day of headlines and data, but the core market narratives remain mostly unchanged. Conversation around Fed independence remains an overhang, including today's report on DoJ investigation into Cook and Miran's potential move to Governor role while remaining on leave from CEA.

US equities were mixed in Wednesday afternoon trading, near worst levels. The biggest development for today has revolved around big tech strength on the back of the better-than-feared remedies out of the Google Search trial. Elsewhere, rate stabilization was a positive following all of the recent attention on the backup in global bond yields.

US equities were lower in Tuesday trading. Bond yield backup is an overhang as fiscal pressures and political instability remain front and center (globally), while there are also thoughts that the market has not sufficiently priced in Fed independence risk. August ISM manufacturing index of 48.7 was slightly below the 49.2 consensus.

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The Market saw a slight pullback this week as several headwinds came into focus: mixed takeaways from Nvidia earnings, looming H2 tariff pressures on corporate profits, concerns over Fed independence, and ongoing cooling labor market worries. Nvidia's Q2 earnings were the week's highlight, with results beating expectations and Q3 guidance above, though not by as much as hoped. Fed independence came under scrutiny after Trump fired Governor Cook over alleged mortgage fraud.