Monday - November 10, 2025

Today's Post - https://sqdc.st/s/TtvWulc

Monday Market Insights: Government Shutdown, Market Rally, and Policy Updates

In this Monday edition of the Dividend Cafe, the discussion centers around the potential end of the government shutdown, with eight Democrats crossing the aisle to vote with Republicans. The NASDAQ experienced a significant rally, recovering losses from the previous week's downturn. Various market sectors' performances are analyzed, including the notable decline in consumer staples and defensive sectors. Key public policy updates include the Senate's vote to end the shutdown, a proposed 50-year mortgage backed by the government, and potential equity stakes by Fannie and Freddie in tech companies. President Trump's suggestion of a $2,000 stimulus check and significant job cuts in October are also covered. The episode concludes with insights from the Bahnsen Group's offsite and upcoming speaking engagements.

00:00 Introduction and Government Shutdown Update

01:15 Market Rally and Sector Performance

03:03 Earnings and Market Disparities

05:36 Senate Vote and Public Policy

08:54 Supreme Court and Tariffs

10:28 Housing and Mortgage Updates

11:55 Economic Indicators and Fed Outlook

16:03 Conclusion and Upcoming Events

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com