Monday - July 28, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 28 July 2025
⏱️ 14 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/4m0KxNO
Market Update & European Union Trade Deal - Dividend Cafe
In this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, discusses a range of market updates and economic observations from his office in New York City. He highlights the flat performance of major indices amidst the European Union trade deal news, the surprising low volatility, and the record number of S&P 500 companies above their 200-day moving average. Bahnsen also touches on upcoming earnings reports from major tech firms, bond market movements, and significant sector performances. Additionally, he offers his perspectives on durable goods orders, initial jobless claims, and existing home sales figures. The episode includes insights on the latest trade deals and how they may impact markets long-term, along with a personal anecdote about walking through a movie set in the intense summer heat.
00:00 Introduction and Market Overview
00:57 Unexpected Encounter on the Way to Fox Business
02:08 Market Performance and Key Indicators
04:06 European Union Trade Deal Insights
07:20 Economic Data and Predictions
08:57 Housing Market Trends
09:45 Potential Policy Changes and The Fed's Meeting
10:50 Midstream Companies and Dividend Growth
11:37 Conclusion and Upcoming Content
Links mentioned in this episode: DividendCafe.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.5 | and dividends in your understanding of economic life. |
| 0:12.3 | Hello and welcome to the Monday edition of Dividend Cafe. |
| 0:16.6 | My name is David Bonson. |
| 0:17.9 | I'm the managing partner, Chief Investment Officer of the Bonson Group, and I am sitting atop our offices on the 31st floor, 1336 Avenue in New York City, where it is so hot |
| 0:29.5 | outside, I cannot even tell you. The reason I am doing this without my suit coat on is because |
| 0:36.0 | I'm just thinking about the heat that is outside |
| 0:38.4 | at this building. There's a few things to go through today, not a particularly eventful day, |
| 0:43.7 | which is surprising because people would say, well, this trade deal with European Union is huge |
| 0:48.2 | news. I think it is big news. I think it's a good bit of news, but not one of the market |
| 0:53.1 | was not expecting, obviously, the S&P 500 |
| 0:56.6 | today being completely, totally dead flat on the day. If you go to Dividendincafe.com, |
| 1:04.0 | there's the normal charts, normal bit of info, there's links to some things. I was on Fox |
| 1:10.0 | business this morning for the opening hour of the market, |
| 1:13.1 | and I should point out that on my way to Fox, speaking of the intense heat outside, |
| 1:19.0 | at 48th Street, accidentally just began walking through a live film, filming of a movie that was |
| 1:26.0 | being filmed there, the Devil Whereares Prada sequel that is being |
| 1:30.6 | filmed, which who knew that they were making a new one of those? But that was taking place |
| 1:36.8 | right outside on 6th Avenue. And I decided to not pay attention to security and walked right through the middle of the filming. |
| 1:46.2 | And that didn't make people very happy. |
| 1:48.4 | And immediately my heart just went out to the crew and all the people that were going to be |
| 1:53.6 | filming presumably in this oppressive heat. |
... |
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