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Monday - December 8, 2025

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Manage episode 523317746 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://podcastplayer.com/legal.

Today's Post - https://bahnsen.co/44NZ88R

Market Volatility, Small Cap Performance, and Corporate Takeovers: A Comprehensive Market Update

In this episode, we cover the Fed's anticipated rate cut, the current state of credit spreads, and the mixed performance of sectors with a focus on semiconductors. We analyze the significant increase in negative earnings within the Russell 2000 Small Cap Index post-financial crisis and highlight the importance of selectivity in small cap investing. We also discuss President Zelensky's visit to London, Netflix's bid to acquire Warner Brothers Discovery, and the White House's concerns about the deal. Other topics include the executive order on AI regulation, China's compliance with new trade agreements, and the state of the U.S. labor market. We provide insights into New York City's office vacancy rates, the Bank of Japan's expected rate hike, and recent fluctuations in oil prices and infrastructure stocks. Additional information is available on DivaidendCafe.com, including a discussion on the yen carry trade and its potential future impact on stocks.

00:00 Market Overview and Rate Cuts

00:30 Equity Volatility and Sector Rotation

01:07 Small Cap Index Performance

02:10 Global News Highlights

02:38 Corporate News and Mergers

03:42 Public Policy and AI Regulation

04:43 Economic Indicators and Trade

05:04 Labor Market Analysis

07:07 Commercial Real Estate Insights

08:00 Global Financial Movements

08:57 Weekly Recap and Closing Remarks

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1224 episodes

Artwork

Monday - December 8, 2025

The Dividend Cafe

103 subscribers

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Manage episode 523317746 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://podcastplayer.com/legal.

Today's Post - https://bahnsen.co/44NZ88R

Market Volatility, Small Cap Performance, and Corporate Takeovers: A Comprehensive Market Update

In this episode, we cover the Fed's anticipated rate cut, the current state of credit spreads, and the mixed performance of sectors with a focus on semiconductors. We analyze the significant increase in negative earnings within the Russell 2000 Small Cap Index post-financial crisis and highlight the importance of selectivity in small cap investing. We also discuss President Zelensky's visit to London, Netflix's bid to acquire Warner Brothers Discovery, and the White House's concerns about the deal. Other topics include the executive order on AI regulation, China's compliance with new trade agreements, and the state of the U.S. labor market. We provide insights into New York City's office vacancy rates, the Bank of Japan's expected rate hike, and recent fluctuations in oil prices and infrastructure stocks. Additional information is available on DivaidendCafe.com, including a discussion on the yen carry trade and its potential future impact on stocks.

00:00 Market Overview and Rate Cuts

00:30 Equity Volatility and Sector Rotation

01:07 Small Cap Index Performance

02:10 Global News Highlights

02:38 Corporate News and Mergers

03:42 Public Policy and AI Regulation

04:43 Economic Indicators and Trade

05:04 Labor Market Analysis

07:07 Commercial Real Estate Insights

08:00 Global Financial Movements

08:57 Weekly Recap and Closing Remarks

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1224 episodes

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