Tuesday - August 26, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 26 August 2025
⏱️ 6 minutes
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Summary
Mixed Market Day and Economic Insights – August 26
In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, results were better than expected. The episode also discusses mixed data from the Dallas and New York manufacturing surveys, the impact of federal economic policies, the Federal Reserve's role in buying securities, and slight declines in home prices and consumer confidence. Key upcoming data includes the PCE inflation gauge set to be released on Friday.
00:00 Introduction and Market Overview
00:36 Economic Data Highlights
01:47 Federal Reserve and Inflation Discussion
02:50 Housing Market Update
03:29 Consumer Confidence and Market Takeaways
03:51 Upcoming Economic Events
04:09 Conclusion and Sign Off
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. |
| 0:10.0 | Good evening and welcome the Dividend Cafe. This is Tuesday, August the 26th. |
| 0:18.0 | Brian Saitel is with you here from our Newport Beach, California. |
| 0:22.7 | Headquarters, our office here at the Bonson Group on a mixed day and frankly a pretty quiet day |
| 0:27.5 | overall in market. There wasn't a lot going on the economic calendar. A couple of different |
| 0:32.3 | pieces of news that I'll go through, but the Dow ended up closing up 135 points on the day. S&P was up about four-tenths of a |
| 0:40.3 | percent. NASDAQ was also up about four-tenths of a percent. Ten-year yields were roughly even |
| 0:47.2 | down about one basis point. We closed at 426. So modestly higher day, obviously following yesterday's |
| 0:54.0 | is move lower. On the economic side of things, obviously following yesterday's move lower. |
| 0:55.0 | On the economic side of things, we did have durable goods orders out today that were negative, but they were better than expected for what it's worth. |
| 1:02.0 | So we got a negative 2.8% for the month of July. |
| 1:05.0 | Projections were for negative 4%. |
| 1:08.0 | So a little bit better there on durable goods orders. |
| 1:10.0 | And the comment in there today was |
| 1:12.0 | about some of the mixed data that we've gotten. For example, the Dallas Manufacturing Survey that was out today, |
| 1:17.8 | compared to the New York Manufacturing Survey that was out, you're seeing these durable goods orders. |
| 1:22.1 | And what we're hoping to see is an increase in CAPX because of immediate expense deduction eligibility on them. |
| 1:29.5 | That was part of the OBBBB. |
| 1:31.7 | It went through Congress. |
| 1:33.3 | And that's hopefully going to offset some of the tariff volatility. |
| 1:35.7 | So some of this stuff that you saw at Dallas today, very much a mixed bag, offset by some |
| 1:41.2 | of what we saw in the New York Manufacturing Index. |
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