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
TheBahnsenGroup.com
