Episode 1182: Thursday - September 18, 2025

Market Update and Fed Rate Impact Discussion - September 18

In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group gives a market update on September 18th, detailing the DOW's performance with a rise of 124 points following the Federal Reserve's interest rate cut of 25 basis points. He highlights the positive movements in the S&P and NASDAQ, and discusses the implications of rising 10-year yields. Sitel provides insights into the historical impacts of rate cuts on the stock market, explaining how short-term and long-term rates affect small caps and Main Street respectively. Additionally, he addresses the complex dynamics of the Fed's balance sheet and its broader economic implications. He concludes with key economic data, including a substantial Philly Fed Manufacturing survey and improved jobless claims, reflecting a positive market sentiment. Viewers are encouraged to reach out with questions and to look forward to another detailed analysis in the next Dividend Cafe episode.

00:00 Introduction and Market Update

02:19 Impact of Interest Rate Cuts

03:15 Fed Balance Sheet and Economic Indicators

04:44 Economic Data Highlights

05:20 Conclusion and Sign-Off

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com