The Dividend Cafe Monday - July 28, 2025
Jul 28, 2025
David Bahnsen dives into market updates, revealing a surprising flat performance among major indices while discussing recent European Union trade deals. He highlights the record number of S&P 500 companies above their 200-day moving average and examines low volatility in the market. Insights on upcoming tech earnings and bond movements provide a glimpse into future trends. Additionally, Bahnsen explores the housing market, durable goods orders, and initial jobless claims, all seasoned with a lighthearted personal anecdote.
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Walking Through Movie Filming
- David Bahnsen accidentally walked through a live movie filming in intense Manhattan heat.
- The film was the sequel to The Devil Wears Prada, surprising many and disrupting the crew.
Low Market Volatility Persistence
- Market volatility is unusually low with 23 days straight of less than 1% daily movement in the S&P 500.
- 67% of S&P 500 companies are above their 200-day moving average, signaling broad market strength.
EU Trade Deal's Nuanced Impact
- The new EU trade deal sets a baseline 15% tariff rate, avoiding a trade war escalation.
- The deal includes many zero-tariff items and Europe's commitment to buying more U.S. energy, boosting that sector.