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Today's Post - https://bahnsen.co/3QVjOoi
Monday Dividend Cafe - Q1 Market Review and Implications
In this episode of Monday Dividend Cafe, we conclude the first quarter of the year with a high-level market review. The Dow closed the quarter down by 1.3%, the S&P by 4.6%, and the Nasdaq by 10.4%. We discuss the intra-quarter performance, noting a significant fall for Nasdaq and S&P since mid-February. Consumer discretionary and tech were the hardest-hit sectors. We also explore the historical performance of markets during midterm elections, the impact of tariffs on the economy, and potential future policy developments. Additionally, a detailed explanation of the put-call ratio is provided, offering insights into market sentiment. We close the discussion with a look at housing market expectations and the energy sector's outlook. Celebrating The Bahnsen Group's 10-year anniversary, we preview upcoming content focused on lessons learned over the decade.
00:00 Introduction and Market Overview
00:15 Quarterly Market Performance
01:46 Daily Market Movements
03:40 Understanding the Put-Call Ratio
06:29 March Madness Bracket Highlight
07:12 Policy and Economic Insights
12:41 Housing Market and Future Predictions
14:11 Oil Market Analysis
15:35 Tariffs and Global Trade
16:47 Conclusion and Upcoming Events
Links mentioned in this episode:
TheBahnsenGroup.com
4.9
518518 ratings
Today's Post - https://bahnsen.co/3QVjOoi
Monday Dividend Cafe - Q1 Market Review and Implications
In this episode of Monday Dividend Cafe, we conclude the first quarter of the year with a high-level market review. The Dow closed the quarter down by 1.3%, the S&P by 4.6%, and the Nasdaq by 10.4%. We discuss the intra-quarter performance, noting a significant fall for Nasdaq and S&P since mid-February. Consumer discretionary and tech were the hardest-hit sectors. We also explore the historical performance of markets during midterm elections, the impact of tariffs on the economy, and potential future policy developments. Additionally, a detailed explanation of the put-call ratio is provided, offering insights into market sentiment. We close the discussion with a look at housing market expectations and the energy sector's outlook. Celebrating The Bahnsen Group's 10-year anniversary, we preview upcoming content focused on lessons learned over the decade.
00:00 Introduction and Market Overview
00:15 Quarterly Market Performance
01:46 Daily Market Movements
03:40 Understanding the Put-Call Ratio
06:29 March Madness Bracket Highlight
07:12 Policy and Economic Insights
12:41 Housing Market and Future Predictions
14:11 Oil Market Analysis
15:35 Tariffs and Global Trade
16:47 Conclusion and Upcoming Events
Links mentioned in this episode:
TheBahnsenGroup.com
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