Wednesday - March 12, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 12 March 2025
⏱️ 8 minutes
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Summary
Market Overview and Insights on Inflation, Interest Rates, and Mortgage Dynamics—March 12th
In this episode of Dividend Cafe, host Brian Szytel reports from West Palm Beach, Florida, detailing the latest market movements. Despite some volatility in the past weeks, March 12 sees a slight improvement with minor fluctuations in the Dow, S&P 500, and NASDAQ. Key highlights include a new inflation read showing better-than-expected CPI numbers for February, and a discussion on why transferring mortgages at historical rates distorts free market dynamics. Szytel also touches on upcoming Producer Price Index (PPI) numbers and wraps up with an update on office activities and events.
00:00 Introduction and Market Overview 00:54 Inflation and CPI Report 02:25 Mortgage Market Insights 03:15 Free Market vs. Controlled Economies 05:16 Upcoming 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. |
| 0:10.0 | Welcome to Dividend Cafe. This is Wednesday, March the 12th. |
| 0:16.0 | Brian Saitel with you here in West Palm Beach, Florida. |
| 0:19.0 | On actually a day with some green on my screen for |
| 0:22.9 | once here. The past couple of weeks been a bit volatile negatively so. Today we got some bounce back, |
| 0:29.5 | although for the life of it here the last couple of days, the Dow just can't seem to manage to hold |
| 0:34.7 | on to a rally here. It was up on the day earlier and actually closed just lower |
| 0:39.6 | by about 82 points. So Dow was just barely lower here, about 82 points. We'll call negative 82 |
| 0:44.5 | the new up here for the Dow. Joking aside, the S&P did notch a gain. We had positive 0.5% and then |
| 0:51.1 | the NASDAQ was up about 1.5%. So you got some rotation the opposite way, which is |
| 0:57.0 | some value underperforming, some growth outperforming on the day. Interest rates were a bit higher on |
| 1:02.2 | the day. The 10-year ticked up a couple of basis points. We closed at 431 on 10s. And the biggest |
| 1:08.3 | part of the day, news-wise, was definitely a new inflation read. We got CPI numbers, |
| 1:13.7 | both headline and core. CPI came out at 0.2% for the month of February when 0.3% was expected. |
| 1:23.6 | So it's a 10th better. And that puts a year-over-year number on headline at 2.8%. |
| 1:29.5 | 2.9 is what was expected on year-over-year headline, and then we got a 3.1 on core. |
| 1:37.1 | So if you strip out food and energy, that's the number year-over-year. |
| 1:40.2 | So also a tenth better than expected. |
| 1:42.2 | So that's good news. |
| 1:43.3 | We want inflation to look a little more reasonable here, especially if there's a tenth better than expected. So that's good news. We want inflation to look a little |
| 1:44.9 | more reasonable here, especially if there's a fear or a concern that ultimately tariffs will |
| 1:49.9 | cause price increases, which of course they will, whether it's short term or long term, I suppose, |
... |
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