The Dividend Cafe

Monday - October 6, 2025


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Today's Post - https://bahnsen.co/4mVyUro

Market Analysis and Economic Insights: The Monday Edition

David Bahnsen, host from Newport Beach, California, presents the Monday edition of Dividend Cafe. He starts with a brief mention of sports events, then discusses market activity, noting minor changes in the DOW and gains in the S&P 500 and Nasdaq. David highlights the fifth consecutive month of market gains since September and evaluates historical performance of the S&P 500 after such streaks, concluding there's no clear prediction for the sixth month. He further examines market volatility in midterm election years, correlations with political events, and economic indicators like 10-year bond yields, ISM services sector performance, auto sales, and the Case Shiller home price index. David also reports on optimistic developments in Gaza and Japan's election of its first female Prime Minister. He concludes by touching on the impact of U.S. tariff decisions on the pharmaceutical sector, aid for soybean farmers, and anticipated actions from the Federal Reserve.

00:00 Introduction and Market Overview

01:26 Historical Market Trends and Midterm Election Insights

04:53 Sector Performance and Global News

08:54 Economic Indicators and Federal Reserve Updates

11:50 Conclusion and Final Thoughts

Links mentioned in this episode:

DividendCafe.com

TheBahnsenGroup.com

...more
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