Episode 1414: Wednesday - September 16, 2026
Fed Raises Rates 25 bps as Markets Digest Dot Plot Outlook and Inflation Question.
Fed Raises Rates 25 bps as Markets Digest Dot Plot Outlook and Inflation Question.
Brian Szytel recaps a volatile Fed day in which the FOMC unanimously raised rates 25 basis points, moving the range from 3.50–3.75 to 3.75–4.00, a move largely priced in. He notes dot plots implying one more hike before year-end (around 4.00–4.25), with market reaction reflecting short-term yields up slightly, long-term yields down slightly, and the 10-year unchanged near 5.01. Markets sold off (Dow ~-740, S&P ~-0.6%, Nasdaq ~-0.1%) but improved off the lows, with internals not signaling a major risk-off flush. Economic data included stronger-than-expected August retail sales (1.2% vs 0.8%) and weaker NAHB homebuilder sentiment. He also answers a viewer question, distinguishing price spikes in items like oil from broad inflation driven by money supply, referencing CPI/PCE and headline vs core measures.
00:00 Welcome to Dividend Cafe
00:17 Fed Rate Decision
01:03 Yield Curve Reaction
01:28 Why Markets Lead
02:10 Economic Data Check
02:29 Market Close Snapshot
03:30 Inflation Question Explained
04:44 Wrap Up and Thanks
04:52 Disclosures and Disclaimers
Links mentioned in this episode: DividendCafe.com
Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.
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