Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Welcome to Dividend Cafe. It is Thursday, May the 2nd. And we finally got some green on the sheets today sheets today there was an up day in the markets

we were up 322 points on the Dow and the NASDAQ was actually up over a percent and a half

so big day for for the NASDAQ the 10 year closed at 459 which was down four basis points on

the day.

So we had a little come out of interest rates and some up markets following, you know,

the conclusion of the Fed meeting yesterday and some not necessarily doveish comments,

but less hawkish than what was feared.

And so markets felt better today.

Earnings continue to come out too. And I think

there's a positive backdrop with that as well. I looked at previous rate tightening cycles when they

stop, basically, when the Fed is on hold, you know, when they're holding rate steady after they've

already tightened and before they start cutting, just to see where markets

typically trade in those environments.

And there was, most of them were positive.

There was 10 periods out of them.

I'd say six of them were positive.

And the ones that were negative were really not very negative.

The ones that were positive were much more heavily skewed towards the, you know, a significant

amount of upside.

So the longest period was a little

over 14 months in 06 and 07, that period of time when they rose rates, actually to a similar

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