The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Tuesday - August 19, 2025
7 minutes Posted Aug 19, 2025 at 8:29 am.
Introduction and Market Overview
Housing Market Insights
Inflation and The Fed's Balance Sheet
Q2 Earnings Recap
Looking Ahead: Employment and Fed Actions
Conclusion and Sign Off
0:00
7:10
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Show notes
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.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com