Episode 1104: Tuesday - May 27, 2025

Today's Post - https://bahnsen.co/44RFWIg

Tuesday Special: Market Recap and Policy Updates

In this special Tuesday edition of Dividend Cafe, we cover key market movements from Memorial Day, including a notable rise in stock market indices and a drop in bond yields. Discussion includes the impact of the president's tariff announcements on market performance, current bond market trends, and developments in durable goods orders and housing sales. The episode also touches on public policy changes, such as the reversal on the acquisition of US Steel by Nippon Steel and potential re-privatization of Fannie Mae and Freddie Mac. Finally, a preview of upcoming topics is provided, including plans for addressing the national debt.

00:00 Introduction and Memorial Day Market Closure

00:47 Bond Yields and Market Movements

01:54 Credit Spreads and Economic Indicators

02:57 Market Rally and Tariff Announcements

04:04 US Steel Acquisition and China Negotiations

05:24 Geopolitical Dynamics and Durable Goods Orders

06:56 Housing Market Trends and Policy Changes

08:15 Bank Capital Requirements and Treasury Holdings

08:55 Dividend Growth and Investment Strategies

09:43 Conclusion and Upcoming Topics

Links mentioned in this episode: DividendCafe.com

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