Tuesday - January 28, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 28 January 2025
⏱️ 5 minutes
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Summary
Market Updates and Economic Insights - January 28
In this episode of Dividend Cafe, Brian Szytel reviews the market's recent performance, highlighting fluctuations in the Dow, NASDAQ, and S&P indices. He discusses the impact of a sell-off related to DeepSeek, economic indicators such as durable goods orders and the K Shiller 20 city home price index, and consumer confidence data. Brian also touches on potential Fed rate changes and market rotations from growth to value sectors. He concludes by encouraging viewers to reach out with questions, promising further insights in the next episode.
00:00 Introduction and Market Overview 00:59 Economic Indicators and Housing Market 02:14 Consumer Confidence and Upcoming Reports 02:58 Market Rotation and Sector Performance 03:25 Conclusion and Farewell
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. |
| 0:12.0 | Welcome to Dividend Cafe. This is Tuesday, January the 28th. |
| 0:17.0 | Brian Saito with you here on generally a positive day. The Dow yesterday closed higher, |
| 0:23.2 | of course, decently, 285 points, but the rest of the market was lower, including the NASDAQ, |
| 0:28.1 | down over 3%. Today, a bit of a reversal, although all three of those indices were positive. |
| 0:33.2 | The Dow was up 136 points, S&P was up about a percent, and the NASDAQ was up 2%. |
| 0:40.3 | So we got some recovery there from yesterday's mainly artificial intelligence selloff related to a company called DeepSeek in China, creating a more efficient potential solution in that realm. |
| 0:53.3 | This is called the Jevons Par paradox, which I'll write about tomorrow. |
| 0:57.1 | Aside from that, though, the day was flat. We closed at 453. As far as Fed futures are concerned, |
| 1:02.9 | we've got about a 30% chance for an increase in March, and about a 50-50 for May being a point |
| 1:09.2 | in which we will start decreasing interest rates. |
| 1:12.1 | On the economic front, a couple of things. |
| 1:14.6 | We had durable goods orders for December that missed a little bit. |
| 1:18.8 | They were down 2.2%. |
| 1:20.3 | We were expecting a half a point increase. |
| 1:23.3 | The K-Shiller 20 City Home Price Index was in line, which is now a 4.3% year-over-year number. |
| 1:30.0 | So things have definitely calmed down in home price appreciation, although have been quite resilient. |
| 1:35.8 | Again, there's just a lot of equity there, but with rates where they are, the market remains fairly frozen. |
| 1:42.6 | And so not a lot of transactions are occurring. |
| 1:44.9 | There are more listings going on the market, though. |
| 1:47.3 | And so, again, as interest rates move a little bit lower, |
| 1:50.9 | you could see things unfreeze a little. |
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