Episode 1188: Monday - September 29, 2025
Dividend Cafe: Market Insights and Key Themes from Money Manager Week
Dividend Cafe: Market Insights and Key Themes from Money Manager Week
Today's Post - https://bahnsen.co/3IxLuPt
Dividend Cafe: Market Insights and Key Themes from Money Manager Week
In this Monday edition of Dividend Cafe, the host discusses the extensive agenda of the first day of Money Manager Week. The conversation includes insights from several meetings with portfolio managers and asset management partners. The host shares an outlook on recent market movements, including the Dow's marginal increase, changes in bond yields, and performance in various stock sectors. Key points include discussions on market returns driven by earnings growth and multiple expansion, and the U.S.’s new tariff threats. Additionally, updates are provided on significant economic indicators like PCE inflation data, personal income, durable goods orders, and the housing market. The host also touches upon public policy topics such as potential government shutdowns and international trade deals. Lastly, the episode previews topics to be covered in the upcoming Friday edition of Dividend Cafe.
00:00 Introduction and Weekly Overview
01:45 Market Performance Recap
03:13 Sector Highlights and Oil Prices
04:07 Political and Economic News
06:44 Inflation and Economic Indicators
09:08 Housing Market Update
09:32 Federal Reserve and Interest Rates
10:34 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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