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Tuesday - April 29, 2025

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Content provided by The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dividend Cafe - The Bahnsen Group and The Bahnsen Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Market Dynamics Update: Consumer Sentiment and Tariff Changes

In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group's Newport Beach headquarters reviews the market's performance on April 29th. Key highlights include a rebound in markets following an auto tariff easement announcement from the White House, a six-day rise in the S&P 500, and a detailed analysis of current treasury yields and interest rate expectations. Brian also discusses consumer sentiment, which has hit its lowest since early 2020, analyzing its implications for market behavior. Additional updates cover job openings, specifically the Jolts number, the Case-Shiller housing index, and expectations for upcoming economic data releases, including core PCE data, private payroll numbers, and Q1 GDP preliminaries. Lastly, there's a focus on earnings reports, emphasizing the forward guidance amidst trade uncertainties.

00:00 Introduction and Market Overview

00:47 Market Sentiment and Economic Indicators

01:53 Auto Tariff Updates and Economic Calendar

02:35 Consumer Confidence and Job Openings

04:22 Housing Market and Upcoming Data

05:02 Earnings Season Insights

06:03 Conclusion and Viewer Engagement

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1098 episodes

Artwork

Tuesday - April 29, 2025

The Dividend Cafe

123 subscribers

published

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Manage episode 479825211 series 2524881
Content provided by The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Dividend Cafe - The Bahnsen Group and The Bahnsen Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Market Dynamics Update: Consumer Sentiment and Tariff Changes

In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group's Newport Beach headquarters reviews the market's performance on April 29th. Key highlights include a rebound in markets following an auto tariff easement announcement from the White House, a six-day rise in the S&P 500, and a detailed analysis of current treasury yields and interest rate expectations. Brian also discusses consumer sentiment, which has hit its lowest since early 2020, analyzing its implications for market behavior. Additional updates cover job openings, specifically the Jolts number, the Case-Shiller housing index, and expectations for upcoming economic data releases, including core PCE data, private payroll numbers, and Q1 GDP preliminaries. Lastly, there's a focus on earnings reports, emphasizing the forward guidance amidst trade uncertainties.

00:00 Introduction and Market Overview

00:47 Market Sentiment and Economic Indicators

01:53 Auto Tariff Updates and Economic Calendar

02:35 Consumer Confidence and Job Openings

04:22 Housing Market and Upcoming Data

05:02 Earnings Season Insights

06:03 Conclusion and Viewer Engagement

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1098 episodes

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