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Tuesday - April 15, 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://podcastplayer.com/legal.

Market Analysis Post-Tax Deadline and Economic Insights

In this episode of Dividend Cafe, Brian Szytel provides a comprehensive market analysis for Tuesday, April 15th. Key topics include the minor decline in major indices (DOW, S&P, NASDAQ), stable 10-year treasury yields, stalled negotiations between the EU and US on trade, and slight changes in US import prices for March. Brian also discusses the New York Fed Empire State Manufacturing Index and its better-than-expected, though still negative, April results. Additional commentary covers the effect of tariffs on import prices, the dollar and bond market trends, and the potential resumption of quantitative easing. The discussion concludes with an in-depth look at cyclical versus structural recessions, emphasizing the current structural volatility and its real impact on the economy.

00:00 Introduction and Market Overview

01:09 Economic Indicators and Market Reactions

01:56 Discussion on Dollar and Bonds

03:03 Quantitative Easing and Market Expectations

04:01 Recessions: Cyclical vs Structural

05:27 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1138 episodes

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Tuesday - April 15, 2025

The Dividend Cafe

119 subscribers

published

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Manage episode 477241168 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.

Market Analysis Post-Tax Deadline and Economic Insights

In this episode of Dividend Cafe, Brian Szytel provides a comprehensive market analysis for Tuesday, April 15th. Key topics include the minor decline in major indices (DOW, S&P, NASDAQ), stable 10-year treasury yields, stalled negotiations between the EU and US on trade, and slight changes in US import prices for March. Brian also discusses the New York Fed Empire State Manufacturing Index and its better-than-expected, though still negative, April results. Additional commentary covers the effect of tariffs on import prices, the dollar and bond market trends, and the potential resumption of quantitative easing. The discussion concludes with an in-depth look at cyclical versus structural recessions, emphasizing the current structural volatility and its real impact on the economy.

00:00 Introduction and Market Overview

01:09 Economic Indicators and Market Reactions

01:56 Discussion on Dollar and Bonds

03:03 Quantitative Easing and Market Expectations

04:01 Recessions: Cyclical vs Structural

05:27 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1138 episodes

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