Thursday - August 28, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 28 August 2025
⏱️ 4 minutes
🧾️ Download transcript
Summary
Daily Market Recap: Mixed Market Movements and Bond Market Rally
In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication services sectors. The bond market also saw a rally with the 10-year yield sitting at 4.2%. Defensive sectors like utilities and healthcare were in negative territory. Tune in tomorrow for a deeper dive into the private economy and the federal government's role as a shareholder.
00:00 Introduction and Market Overview
00:11 Stock Market Performance
00:47 Bond Market Update
01:18 Sector Performance
01:58 Conclusion and Upcoming Insights
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 and dividends in your understanding of economic life. |
| 0:10.0 | Hello, welcome to the daily recap of the Dividend Cafe. Brian Saitel is out today. This is David Bonson filling in just to update you on a little bit of market action. |
| 0:22.6 | Reasonably boring day, although things did pick up from what had been negative territory. |
| 0:27.5 | The Dow closed up 72 points. The S&P closed up 20 points, which is a third of a percent. |
| 0:33.5 | NASDAQ ended up being up over half percent, which was a little bit of a surprise because |
| 0:40.6 | Nvidia was down a little, although not much after their earnings results. |
| 0:47.1 | And so to have a day in which the whole Mag 7 was mostly up except for Nvidia, Tesla was actually |
| 0:53.7 | down too, but other names carried the |
| 0:56.5 | weight, helped overall markets to be up on the day. In terms of the bond market today, and really |
| 1:04.0 | it's been an interesting period since Jackson Hole, but the 10 year sits at 4.2% down another three and a half basis points today. |
| 1:13.8 | So still really good rally in the bond market tenure at 4.2. |
| 1:18.9 | The two-year was basically flat, but that's sitting at 3.63%. |
| 1:23.3 | So you think of that 210 spread right now, nearly 60 basis points of pickup from the two year to the 10 year. |
| 1:30.6 | So a much better sloped yield curve. |
| 1:34.0 | In terms of equity market sectors on the day, you can generally guess when you have that kind of result in a lot of those MAG7 names, |
| 1:43.8 | that it was going to be a pretty good |
| 1:45.4 | period for technology, although tech was not the leading sector, communication services was, |
| 1:50.5 | up almost 1%, but with energy behind it at second place, up two-thirds of a percent, |
| 1:58.2 | the defensives are what really held markets back today. You had utilities, |
| 2:03.2 | consumer staples, health care, and real estate, all four in negative territory. That was the story |
| 2:08.6 | of the day. So all things being equal, not a lot of significant economic news to get into |
| 2:15.3 | moderately up days across markets. And I'm looking forward to |
... |
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