Episode 1101: Wednesday - May 21, 2025

Market Decline and Bond Yield Surge Analysis - May 21st

In this episode of Dividend Cafe, Brian Szytel discusses the significant market drop on May 21st, highlighting the Dow's 816-point decline and the movements in S&P and Nasdaq. He explains the rise in bond yields, specifically in 10-year and 30-year notes, and the impact of a lackluster 20-year bond auction following a credit downgrade. Additionally, he covers the unusual drop in the dollar amidst rising interest rates, the influence of downbeat retailer earnings, and geopolitical tensions between Israel and Iran. The episode wraps up with a preview of upcoming economic data releases including jobless claims, PMI numbers, and home sales.

00:00 Introduction and Market Overview

00:27 Bond Yields and Auctions

01:53 Year-to-Date Market Performance

02:11 Global Market Reactions

02:50 Geopolitical and Economic Factors

03:25 Conclusion and Upcoming Data

Links mentioned in this episode: DividendCafe.com

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