Sep 23, 2026 • 10 minutes
Markets Drop as Yields Surge; Lessons from Dot-Com Valuations for Today’s AI Boom
Sep 22, 2026 • 10 minutes
Mixed Markets, Easing Financial Conditions, and Japan’s Carry Trade Unwind
Sep 21, 2026 • 15 minutes
Market Rally, Narrowing Breadth, and Fed Outlook
Sep 18, 2026 • 24 minutes
A Performative Fed Hike: Markets Lead, the Fed Follows
Sep 17, 2026 • 7 minutes
Market Rebound, Economic Data, and AI Fears
Sep 16, 2026 • 7 minutes
Fed Raises Rates 25 bps as Markets Digest Dot Plot Outlook and Inflation Question.
Get new episodes of The Dividend Cafe automatically
