Wednesday - June 11, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 11 June 2025
⏱️ 5 minutes
🧾️ Download transcript
Summary
Market Recap and Economic Insights: June 11
In this episode of Dividend Cafe, Brian Szytel discusses the market performance on a flat trading day, noting minor declines in the S&P 500, Nasdaq, and Dow. Key economic updates include the release of CPI numbers, global growth forecasts cut by the World Bank, and ongoing US-China trade talks. Despite lower-than-expected CPI growth, concerns about inflation from tariffs have not materialized yet. Brian also provides insights on US growth projections, emphasizing the oscillatory nature of the World Bank's estimates and expressing optimism based on real-time data from the Atlanta Fed.
00:00 Introduction and Market Overview
00:37 CPI Numbers and Inflation Insights
01:33 US-China Trade Talks Update
02:02 World Bank Global Growth Forecast
03:06 Conclusion and Upcoming Episodes
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 to the Dividend Cafe. |
| 0:14.0 | This is Wednesday, June the 11th, and Brian Saitel is with you here on a fairly benign and flat day in markets overall, |
| 0:24.1 | to the downside, I'd say. The S&P has actually been up six of the last seven trading days, |
| 0:29.4 | but gave back a little bit on the day. It was down about a quarter of a percent. |
| 0:33.5 | We're still just about 2% below all-time highs. Yesterday we were down 1.7 from all-time highs. |
| 0:39.8 | NASDAQ was off a little bit more, about 0.5%. |
| 0:42.6 | Dow is down just about one point, so I'll call that flat and completely even on the day. |
| 0:49.3 | The CPI numbers that came out today were by far the biggest piece of news outside of the continuing talks between the U.S. and China on their trade deal. |
| 0:58.0 | But CPI on headline and core, actually, when you strip out the food and energy only rose about one tenth of a percent for the month of May. |
| 1:08.0 | We were expecting 0.2% on headline, but 0.3% on core. So 0.1 is quite a bit lower, |
| 1:14.6 | and this is the fourth month in a row, and this is actually into May. And so if you think about |
| 1:19.9 | when all of these tariff announcements were announced in Liberation Day being in April, |
| 1:25.5 | we're getting enough time now, or we're just not seeing |
| 1:28.3 | it materialize in what was once feared, which is rising prices coming through on an inflation |
| 1:33.2 | front. That's not what we're seeing so far there. And now, some of those trade deals aren't completed, |
| 1:38.5 | and so maybe that changes in the future. The U.S.-China trade talks in London are ongoing. President Trump had a tweet out |
| 1:46.3 | saying it was essentially a completely done deal, something along the lines of 10% for the U.S. |
| 1:52.6 | and 55% for China. But until there's official news, I'm a little hesitant to give you a whole lot |
| 1:58.2 | of information until I have more concrete news there. |
| 2:01.6 | Energy prices were up CPI was a little weaker and stocks were also a little weaker. |
| 2:05.9 | Also out the World Bank cut its global growth forecast by about 0.4%. |
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