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The Dividend Cafe Thursday - August 15 2024

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Contenuto fornito da The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Dividend Cafe - The Bahnsen Group and The Bahnsen Group o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Market Rally Insights: Cooler Inflation and Strong Consumer Data Fuel Optimism

In this episode of Dividend Cafe, recorded on Thursday, August 15th, Brian Szytel reports from Palm Beach, Florida, detailing a notable market rally with the Dow rising over 500 points. Despite a slight bond market sell-off, key economic indicators, including cooler-than-expected PPI and CPI numbers, and robust July retail sales led to this positive movement. The episode also touches on stronger-than-expected initial jobless claims and the impact of a cyber attack on the auto sector. Seitel discusses the potential benefits of adding bonds to portfolios amid declining interest rates and previews upcoming consumer sentiment and building permits data.

00:00 Introduction and Market Overview

00:30 Inflation and Growth Numbers

01:11 Employment Data Insights

01:49 Federal Reserve's Influence

02:11 Portfolio Diversification with Bonds

02:53 Upcoming Economic Indicators

03:10 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

926 episodi

Artwork
iconCondividi
 
Manage episode 434456755 series 2524881
Contenuto fornito da The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Dividend Cafe - The Bahnsen Group and The Bahnsen Group o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Market Rally Insights: Cooler Inflation and Strong Consumer Data Fuel Optimism

In this episode of Dividend Cafe, recorded on Thursday, August 15th, Brian Szytel reports from Palm Beach, Florida, detailing a notable market rally with the Dow rising over 500 points. Despite a slight bond market sell-off, key economic indicators, including cooler-than-expected PPI and CPI numbers, and robust July retail sales led to this positive movement. The episode also touches on stronger-than-expected initial jobless claims and the impact of a cyber attack on the auto sector. Seitel discusses the potential benefits of adding bonds to portfolios amid declining interest rates and previews upcoming consumer sentiment and building permits data.

00:00 Introduction and Market Overview

00:30 Inflation and Growth Numbers

01:11 Employment Data Insights

01:49 Federal Reserve's Influence

02:11 Portfolio Diversification with Bonds

02:53 Upcoming Economic Indicators

03:10 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

926 episodi

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