The Dividend Cafe - Monday September 16, 2024

Today's Post - https://bahnsen.co/40tWZg8 David Bahnsen reviews an eventful mid-March 2026 market backdrop through five themes: the Iran war and its impact on oil and volatility; the state of the economy after tariff changes; private credit; AI; and a rotation in market leadershi ...  Show more

On March 11 from West Palm Beach, Brian Szytel reports a mostly negative but relatively benign market day amid volatility tied to Iran, the Strait of Hormuz, and surging energy prices (Brent ~$92.77, WTI ~$88.29). February CPI came in as expected: headline +0.3% and core +0.2%, w ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ...  Show more

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.

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Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.

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