Thursday - September 11, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 11 September 2025
⏱️ 7 minutes
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Summary
Equities and Bonds Rally Amid CPI and Employment Data; Reflecting on September 11
In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida on the positive movements in equity and bond markets, with the DOW, S&P, and NASDAQ showing significant gains. He also covers recent economic data, including the CPI and jobless claims, and their implications for Fed rate adjustments. Additionally, Brian shares a personal reflection on the 24th anniversary of the September 11 attacks, highlighting the collective memory and tribute to those affected.
00:00 Introduction and Market Overview
00:15 Equity and Bond Market Rally
00:47 Inflation and Employment Data Insights
01:33 Federal Reserve Rate Expectations
01:57 Jobless Claims and Fed Policy
03:05 Valuations and Market Sentiment
03:51 Reflecting on September 11th
05:04 Conclusion and Upcoming Content
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.2 | Welcome into Dividend Cafe this Thursday, September the 11th. |
| 0:17.7 | Brian Sightel is here with you from our West Palm Beach, Florida office on a bit of a rainy day, |
| 0:23.3 | but a bit of a sunny day overall in the equity markets. The equities rallied basically across the board. |
| 0:29.9 | You had a Dow up about 1.36%, which is 617 points these days. And an SMP that was up 85 basis points, which is about 55 points |
| 0:41.7 | and a NASDAQ that was up about 7 tenths of a percent or about 157 points. So broad-based rally |
| 0:47.7 | across the board. You also saw that rally continuing into the bond market as well. Ten-year yields |
| 0:52.8 | were down two basis points. |
| 0:55.0 | So yields continue to drift a little lower. |
| 0:57.6 | And on top of some softening employment data |
| 1:00.4 | and then yesterday's PPI number, |
| 1:02.1 | we had a CPI report out that was largely in line. |
| 1:06.6 | Technically, headline was above expectations |
| 1:09.7 | at 0.4% for the month of August. |
| 1:11.6 | We were expecting the 0.3 instead of 0.4 for the month. |
| 1:15.7 | That puts year over year on CPI number at 2.9 on headline. |
| 1:22.9 | And then if you strip out both food and energy to get to the core number, it was right in |
| 1:27.4 | line with |
| 1:27.7 | expectations at 0.3% putting year over year on core at 3.1. I'd call these numbers largely in line, |
| 1:35.0 | a little bit hotter on headline. A lot of that had to do with used automotive and increase |
| 1:39.4 | on prices. Again, a lot of that stuff has to do with the tariffs. It's looked at is a little bit |
| 1:45.2 | transitory here. And so with yesterday's PPI and with softening employment data, you really are |
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