Episode 886: The Dividend Cafe Tuesday - June 25, 2024
The episode delves into consumer sentiment, emerging markets strategy, and the implications of refinanced consumer and corporate debt amid current interest rates.
The episode delves into consumer sentiment, emerging markets strategy, and the implications of refinanced consumer and corporate debt amid current interest rates.
Mixed Market Movements and Resilient Housing Prices in Focus
In this episode of Dividend Cafe, market commentary includes a mixed performance across the indices with the Dow down nearly 300 points while the S&P and Nasdaq posted gains. Economic updates reveal all-time high home prices per the Case Shiller Home Price Index and decreased sales of previously owned homes. The episode delves into consumer sentiment, emerging markets strategy, and the implications of refinanced consumer and corporate debt amid current interest rates. Additionally, considerations on geopolitical risk in China and the evolution of the emerging markets landscape are discussed.
00:00 Introduction to Dividend Cafe 00:19 Market Overview: A Mixed Day 00:52 Economic News and Housing Market 01:50 Emerging Markets and Consumer Focus 03:19 Debt and Interest Rates Discussion 04:18 Conclusion and Upcoming Events 04:29 Disclaimer and Legal Information
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Brian Szytel is the Deputy Managing Partner and Co-CIO of The Bahnsen Group.
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