Tuesday - November 11, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 11 November 2025
⏱️ 7 minutes
🧾️ Download transcript
Summary
Market Recap and Economic Insights - November 11, 2025
In this episode of Dividend Cafe, host Brian zyitel reviews the market performance and key economic updates for Tuesday, November 11, 2025. The Dow closed up 559 points, driven by positive sentiment around the impending government reopening. Brian discusses the historical impact of government shutdowns on the market and the expected release of crucial economic data like CPI and jobless claims. He addresses a question about evaluating growth stocks against benchmarks and emphasizes the importance of long-term planning over short-term performance. The episode also includes a note on Veterans Day and the bond market closure.
00:00 Introduction and Market Recap
00:34 Government Reopening and Market Implications
01:32 Economic Data and Market Predictions
03:37 Q&A: Benchmarking Growth Stocks
05:02 Closing Remarks and Veterans Day
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 | Welcome back in to Dividend Cafe. This is Tuesday, November the 11th, 1111, 25. |
| 0:18.0 | Brian Zytale with you here and and good to be back with you. |
| 0:22.6 | After last week being out with the team in Dallas, we had a couple of days of meetings |
| 0:27.4 | and very fruitful and productive and just good to get all the team together. |
| 0:31.2 | So we're coming back, feeling energized and ready to work for you. |
| 0:35.2 | Today was an update in market, so that always helps. |
| 0:37.3 | He actually had the Dow close up 559 points on the day, so a work for you. Today was an update market, so that always helps. He actually had the |
| 0:38.2 | Dow close up 559 points on the day, so a decent move higher. And that was actually after yesterday's |
| 0:44.5 | big move higher as well, and it was all predicated on the government reopening. We don't have |
| 0:49.5 | the final votes through Congress yet, but we should get them by tomorrow. And that should bode |
| 0:55.1 | well, obviously, to take some of that risk off the table and get things functioning again the way |
| 0:59.9 | they should be for people to travel around the country, for people that are on assisted, |
| 1:04.2 | living to have the care and support that they need, and everyone in the government get paid, |
| 1:09.0 | all that good stuff. So markets are feeling a |
| 1:11.4 | little bit better here as we finish off the last couple of days into middle of the week. |
| 1:16.3 | Look, at this point, there is a track record of about 50, maybe even more than that, going back |
| 1:22.3 | to probably 80 years now. If you look back in time, the government has shut down something like |
| 1:25.9 | 11 times. If you look at an average, the government has shut down something like 11 times. If you look at an |
| 1:27.7 | average over the past 50 years, the market has actually been higher by about 3%, 65% of the time after |
| 1:35.4 | two months following the government shutdown. So that's not to say that's what's going to happen |
| 1:39.4 | this time. It's just to say that the setup here is fairly constructive as we head into the end of the |
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