The Dividend Cafe

Thursday - April 24, 2025

Apr 24, 2025
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INSIGHT

Market Gains Reflect Sentiment Shift

  • Market gains over three consecutive days reflect improved sentiment and good earnings reports.
  • Market positioning preceded gains as investors moved from underweight to a more positive stance.
INSIGHT

Tariffs Boost Treasury Revenue

  • Increased tariff revenue has doubled Treasury income compared to last year.
  • Despite revenue gains, higher spending and interest costs keep the budget deficit near last year's level.
INSIGHT

Economic Indicators Update

  • Durable goods orders surged 9.2% largely due to aircraft orders in March.
  • Jobless claims remain stable and home sales mixed, indicating a steady economic environment.
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