Episode 1189: Tuesday - September 30, 2025

Market Highlights and Insights: September 30th Edition

In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group office in New York City provides a concise market overview for Tuesday, September 30th. Despite a negative start, the market ended slightly positive with the DOW up by 82 points, S&P up by 27 points, and Nasdaq up by a third of a percent. Key economic updates include a slight increase in the Case-Shiller Home Price Index and better-than-expected new job openings, reflecting a balanced labor market. Brian also discusses the implications of current trade margins, tax rates, and capital expenditure focus on artificial intelligence. Additionally, he addresses a viewer question about proxy voting in index investments and the proactive approach The Bahnsen Group employs to ensure proper company stewardship. Brian wraps up by promising more economic insights in the next day’s episode.

00:00 Introduction and Market Overview

00:38 Economic Calendar Highlights

00:59 Labor Market Insights

01:33 Consumer Confidence and Manager Meetings

01:59 Focus on Market Margins

02:50 Artificial Intelligence and Productivity

03:16 Proxy Voting and Index Investing

04:36 Conclusion and Next Steps

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com