The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Tuesday - August 12, 2025
6 minutes Posted Aug 12, 2025 at 8:30 pm.
Introduction and Market Overview
Inflation and CPI Data Analysis
Federal Reserve and Interest Rate Predictions
Upcoming Economic Reports and Market Sentiment
Recession Odds and Data Sources
Small Business Optimism and Conclusion
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Show notes
Market Rally and Economic Indicators: August 12th Update
In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has led to increased expectations for the Federal Reserve to lower interest rates. Sitel also discusses predictions for future rate cuts, the upcoming Jackson Hole symposium, and the anticipated September non-farm payroll report. Additionally, recession odds have decreased significantly, now less than 20%. Finally, a better-than-expected small business optimism survey is highlighted.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com