Episode 1131: Tuesday - July 8, 2025

Market Reaction to Triple B Bill and Upcoming Economic Indicators

In this episode of Dividend Cafe, Brian Szytel covers the market downturn dated July 8th, following the passage of the 'Triple B' bill in Congress. Despite the bill's passage, markets experienced a sell-off due to pre-existing pricing anticipations. The episode discusses ongoing tariff talks and the extension of deadlines related to these discussions. Key financial index performances are reviewed, stating that the Dow Jones and S&P 500 saw minimal declines, while NASDAQ and the 10-year Treasury yield remained relatively steady. Important economic indicators such as the NFIB Small Business Optimism Index and New York Fed's consumer expectations survey are highlighted, showing slight declines in small business optimism and inflation forecasts respectively. Brian also touches on the resilience of the US macroeconomy and the subdued growth expectations for the upcoming Q2 earning season. The Q&A segment addresses the role of Jerome Powell and the Federal Reserve in interest rate decisions.

00:00 Introduction and Market Overview

00:12 Impact of the Triple B Bill

00:53 Market Performance and Economic Calendar

01:27 Inflation and Economic Expectations

02:33 Federal Reserve and Interest Rates

03:19 Closing Remarks and Q&A

Links mentioned in this episode: DividendCafe.com

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