The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Thursday - August 7, 2025
9 minutes Posted Aug 7, 2025 at 8:56 pm.
Market Overview: A Mixed Day
Economic Indicators: Jobless Claims and Productivity
Recession Odds and Tariffs Impact
Historical Market Trends: September and October
Final Thoughts and Upcoming Events
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Show notes
Mixed Market Movements and Economic Indicators on August 7
In this episode of Dividend Cafe, Brian Szytel discusses the mixed movements in the stock market on August 7, with the DOW down 224 points, S&P flat, and Nasdaq down slightly. The 10-year yield rose by two basis points to 4.24%. Brian reviews initial jobless claims, noting a higher than expected number and a rise in continuing claims, suggesting a softening labor market. Despite this, the likelihood of a recession remains low at less than 20%, down from 60% in April, partially due to a de-escalation of U.S.-China tariffs. Additionally, Brian discusses the historical context of market performance in September and October, advising against short-term market timing. He underscores the importance of focusing on long-term returns, dividend growth, and compounding benefits.
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DividendCafe.com
TheBahnsenGroup.com