Episode 1180: Tuesday - September 16, 2025

Market Recap and FOMC Meeting Preview - September 16th, Dividend Cafe

In this episode of Dividend Cafe, host Brian Szytel covers the market performance on a fairly uneventful trading day, with the DOW closing down 125 points, and both the S&P and Nasdaq seeing minor declines. The discussion shifts to the upcoming FOMC meeting, highlighting the high probability of a 25 basis point rate cut, potential dissents from new appointee Governor Steven Miran and others, and the implications for future Fed policy. Retail sales and industrial production data show stronger-than-expected performance, despite a softening labor market. Brian also touches on the Home Builder Confidence Survey and its correlation with interest rates and the housing market. The episode ends with a reminder to tune in for the next update and reach out with questions.

00:00 Introduction and Market Overview

00:28 FOMC Meeting and Rate Policy Expectations

01:01 Potential Dissents and Fed Dynamics

01:43 Understanding the Taylor Rule

03:16 Current Economic Indicators

04:10 Conclusion and Sign Off

Links mentioned in this episode: DividendCafe.com

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