Today's Post - https://bahnsen.co/3Ao6vbh

Market Insights & Election Uncertainty: Navigating the Week Ahead

In this episode of Monday's Dividend Cafe, David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses market activity, public policy, the Federal Reserve, housing, and economic data ahead of the upcoming election. He highlights market volatility and the uncertainty surrounding closely contested elections, with battleground states showing tight polling results. He addresses current economic indicators such as job creation, bond yields, and the performance of different market sectors. Bahnsen also comments on China’s housing market, the expected Fed rate cut, and the contrasting perspectives in economic growth between the U.S. and Europe. The episode concludes with an invitation for listener questions and a note on potential election-related updates later in the week.

00:00 Introduction and Overview

00:38 Election Impact on Markets

02:06 Market Volatility and Polling Analysis

08:20 Jobs Report and Economic Indicators

09:35 Federal Reserve and Energy Sector Update

10:17 GDP Growth and International Exposure

11:09 Conclusion and Final Thoughts

Links mentioned in this episode:

TheBahnsenGroup.com