Episode 982: The Dividend Cafe Monday - November 18, 2024

Today's Post - https://bahnsen.co/4fUvrpK

Monday Market Recap and Current Economic Updates

In this Monday edition of Dividend Cafe, David Bahnsen delivers a comprehensive summary of the market's current state, noting that the Dow closed the day down by 55 points while the S&P and NASDAQ saw slight gains. The segment highlights the top-performing energy sector and provides details on bond yields, including the noteworthy un-inversion of the yield curve for the first time in two years. David touches on the financial influence of the 'Magnificent Seven' companies on the S&P 500, and discusses disparities within the semiconductor sector. Additionally, various political updates are given, including the Pennsylvania State Supreme Court's ruling on illegal ballots and President Biden's decision regarding Ukraine's use of long-range missiles. The episode also covers Trump transition team appointments, particularly in economic and energy sectors. Industrial production stats, retail sales data, and Fed rate expectations are reviewed, along with a resilience in midstream energy assets despite fluctuating oil prices. David concludes by pointing to further reading and engagement through Dividend Cafe and anticipates additional updates throughout the week.

00:00 Introduction and Market Summary

00:48 Market Performance and Sector Highlights

01:23 Bond Yields and Yield Curve Inversion

02:10 MAG 7 and Semiconductor Sector Analysis

03:42 Electoral News and Ukraine Update

04:38 Trump Transition and Key Appointments

07:41 Economic Indicators and Fed Expectations

09:59 Energy Sector and Midstream Performance

12:18 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com