Tuesday - March 18, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 18 March 2025
⏱️ 8 minutes
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Summary
Market Update: Mixed Economic Data and Market Volatility - March 18th
In this episode of Dividend Cafe, Brian Szytel recaps the market happenings of Tuesday, March 18th. Following two days of gains, the market experienced a pullback with the Dow down 260 points, representing a 2.25% decline for the year. The S&P and NASDAQ also recorded losses. Szyte discusses a continued rotation from growth to value stocks and the impact of geopolitical issues. Key economic indicators such as housing starts, building permits, import prices, and industrial production are examined, illustrating a mixed economic outlook. The episode also addresses the U.S. trade deficit and its implications, along with insights from research analyst Rene Aninao on hedge funds and market correlations. Upcoming Federal Reserve talks and potential tariff announcements are anticipated for the week ahead.
00:00 Introduction and Market Overview 00:58 Economic Indicators and Housing Data 02:47 Trade Deficit and Fiscal Policy 03:29 Global Currency and Investment Dynamics 04:08 Hedge Funds and Market Correlation 05:41 Conclusion and Upcoming Events
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, March the 18th. |
| 0:17.0 | Brian Saitel with you here on some give back today in the market following two days in a row of up moves. |
| 0:25.0 | We had both Friday and Monday that were up. |
| 0:28.4 | That's the first two days in a row since February 19th, which was technically the record high. |
| 0:34.7 | This gave a little bit of back today. |
| 0:35.8 | Not all that bad, but some further rotation |
| 0:38.4 | from growth to value. Some of those overvalued names are still getting hit in this a lot more |
| 0:44.8 | than otherwise. In that shown, actually, in the index. The Dow today was down 260 points |
| 0:50.6 | and is now down 2.5% on the year. The S&P was down 1% today and is down about |
| 0:57.8 | 4.5% on the year. The NASDAQ was down 1.7% for today and is now down 9.5% on the year. |
| 1:06.3 | So you can see the disparity between what is more blue chip and value oriented towards growth. |
| 1:12.4 | But the narrative today on the market, more to do with more economic numbers that were more or less in line, |
| 1:19.3 | and I'll go through those with you, but just some mixed trading day and some continued volatility |
| 1:24.0 | around foreign policy and trade and geopolitical concerns, Russia, Ukraine. |
| 1:28.8 | But on the economic side, we had housing starts for February that were up a lot more than |
| 1:33.9 | expected. We got 11.2% for the month. That's a pretty big snapback. Some of that has to do with |
| 1:39.6 | weather. There was some inclement weather that's reduced some of these housing starts and then they ramped |
| 1:44.8 | back up the following month. But that was ahead of consensus at only 1.8 knowing that weather existed. |
| 1:49.8 | So still, nonetheless, it was a very positive sign for housing starts. That said, looking forward, |
| 1:55.7 | when you can look at new building permits on what is going to be future contracted to be built, |
| 2:00.1 | they were actually down |
... |
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