Market Update and Economic Insights on Dividend Cafe - August 19

In this episode of Dividend Cafe, host Brian Szytel provides an update on the market activities of Tuesday, August 19. He discusses the mixed performance of major indices, with the DOW closing slightly up, while the S&P and Nasdaq experienced declines. Brian highlights a notable sell-off in technology stocks and mentions how value stocks outperformed. He also covers economic news, particularly around housing starts, and the complicated sentiment among home builders due to interest rates and affordability concerns. Additionally, he answers questions on the Federal Reserve's balance sheet and its impact on inflation, and the role of money supply and velocity in measuring inflation. Brian concludes with a recap of stronger-than-expected Q2 earnings, discusses expectations for Q3, and mentions the anticipated focus on employment figures and potential Fed interest rate cuts in September.

00:00 Introduction and Market Overview

00:59 Housing Market Insights

02:24 Inflation and The Fed's Balance Sheet

04:16 Q2 Earnings Recap

04:56 Looking Ahead: Employment and Fed Actions

05:05 Conclusion and Sign Off

Links mentioned in this episode:

TheBahnsenGroup.com