Wednesday - June 25, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 25 June 2025
⏱️ 8 minutes
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Summary
Market Update: June 25, 2023 - Wall Street's Flat Day & Economic Insights
In this episode of Dividend Cafe, Brian Szytel reports from the Grand Rapids office in Michigan on a relatively flat day in the financial markets. The DOW fell slightly by 106 points, S&P remained unchanged, and Nasdaq increased by 0.3%. Changes in oil prices and a ceasefire between Israel and Iran were also highlighted. Key economic updates include the potential for future tax legislation, upcoming tariff deadlines, and the Fed's possible rate cuts. Seitel also discusses how to position different assets in traditional IRAs versus Roth IRAs and delves into the recent decrease in new home sales. Upcoming economic calendar events include wholesale inventory numbers, durable goods orders, Q1 GDP revision, and pending home sales data.
00:00 Introduction and Market Overview
01:10 Market Movements and Economic Indicators
02:46 Investment Strategies for Different Accounts
04:27 Housing Market Insights
05:28 Upcoming Economic Events and Conclusion
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. |
| 0:12.4 | Welcome to Dividend Cafe. This is Wednesday, June the 25th. And Brian Sightel is with you today from our Grand Rapids, Michigan office in beautiful |
| 0:22.3 | downtown Grand Rapids, where we are here for a couple of client events and a nice dinner |
| 0:27.6 | tonight with some folks and then I'll be back out tomorrow to the West Coast. In the meantime, quiet |
| 0:32.5 | day overall in markets, pretty much flat. We had the Dow down 106 points, which these days is only about a |
| 0:39.5 | one quarter of a 1%, so I can get away with saying pretty flat. SMP was a 0.00 move on the day, |
| 0:45.9 | and NASDAQ was up about 3 tenths of a percent. Ten year, more or less unchanged, down one |
| 0:52.0 | basis point, we closed at 428. And then oil did come up. WTI today was up about |
| 0:57.7 | 1.3 percent. That's after it's down. Basically, $10 a barrel. We're at 65 in change on WTI. We were |
| 1:06.6 | in mid-70s just a couple of days ago following a ceasefire that was brokered from the U.S. between |
| 1:12.4 | Israel and Iran, which is still holding place. And so you have markets that are somewhat |
| 1:16.4 | sanguine. Volatility has come down quite a bit from where it was, obviously, and we're |
| 1:21.4 | moving forward here. In my comments on this were more to do with things are getting priced in. You've had high-ealt credit spreads |
| 1:28.9 | that have come in. You've had gold that has underperformed relative to equities. You've had the |
| 1:33.9 | financial sector start to move back up and get up to the leaderboard again from a sector perspective. |
| 1:39.5 | And volatility has come down and all those things are basically what is being baked into markets, |
| 1:43.7 | which is good things because what is still to come down the pike is more positive than negative. |
| 1:49.6 | You have a tax bill that will eventually get passed. |
| 1:53.1 | I don't think it will happen before the 4th of July, but I guess anything's possible. |
| 1:57.3 | It's got to get through both chambers first. |
| 1:59.7 | But that should be positive, depending on how it turns out. |
| 2:02.8 | And then you also have this deadline with heightened reciprocal tariffs for July 9th. |
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