Thursday - August 14, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 14 August 2025
⏱️ 5 minutes
🧾️ Download transcript
Summary
Market Update and PPI Data Insights - Dividend Cafe Daily Recap
Host David Bahnsen fills in for Brian Szytel to deliver a daily market update. Despite some intraday movements, the market indices closed flat, with the DOW, S&P, and NASDAQ showing negligible changes. The 10-year yield rose to 4.28%, driven by a surprising 0.9% increase in the Producer Price Index (PPI) for the month. Goods prices remained low, while services saw more significant movement. The episode teases a deeper analysis on inflation and related data points, set to be discussed in the weekly Dividend Cafe commentary. Additional updates include a 2% rise in oil prices and stable initial jobless claims at 224,000.
00:00 Introduction and Market Overview
00:17 Market Indices Performance
00:40 Bond Market and PPI Impact
01:58 Upcoming Dividend Cafe Insights
02:41 Additional Data Points
03:18 Conclusion and Sign-Off
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.5 | and dividends in your understanding of economic life. |
| 0:12.2 | Well, hello, welcome to the daily recap of the Dividendin Cafe. |
| 0:15.8 | This is David Bonson, not Brian Saitel. |
| 0:18.3 | Brian is in transit today flying back to the East Coast. And so I am taking on the |
| 0:24.0 | daily summary burden myself. And let me tell you how easy markets made it for me today on this day |
| 0:31.0 | of me filling in for my great partner, Brian. The Dow is flat. The S&P is flat. The NASDAQ is flat. |
| 0:36.9 | How is that for a boring day? Literally, even though the Dow is flat, the S&P is flat, the NASDAQ is flat. How is that for a boring day? |
| 0:39.4 | Literally, even though the Dow is down 11 points, it equals to a zero percent change for pretty |
| 0:45.2 | much all three market indices, a couple pennies up and down, Dow S&P NASDAQ. Now, they'd moved around |
| 0:50.8 | a little in the middle of the day, but they ended the day flat. That movement in the middle of the day was related to the fact that, in fact, the bond market |
| 0:57.4 | was actually down a bit today. |
| 0:59.4 | The tenure was up four basis points. |
| 1:02.1 | So the 10-year yield closed at 4.28%. |
| 1:05.4 | Now, that's moving from a pretty darn low number to a little bit higher, very low number. |
| 1:11.8 | But either way, why did bond yields move up? It was the story of the day that didn't end up impacting |
| 1:16.7 | equities, which was the producer price index. And it was a PPI number that was expected to come |
| 1:24.8 | in at 0.2% up on the month, and it came in at 0.9% on the month. |
| 1:30.7 | Both core and headline, whether you're including food and energy or not, were up 0.9. Year over |
| 1:37.3 | year, core PPI is up to 3.7%. Now, goods prices are still quite low in that movement on producer wholesale prices. Services |
| 1:48.5 | moved more. The number excluding food and energy, which is when you go from headline to |
| 1:55.6 | core, then further excluding trade was also up 0.6%. So this is a pretty difficult monthly read to |
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