The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Tuesday - September 23, 2025
6 minutes Posted Sep 23, 2025 at 8:22 pm.
Introduction and Market Overview
Interest Rates and Fed Expectations
Economic Indicators and PMI Numbers
AI Investment and Market Valuations
Passive Investing and Market Dynamics
Upcoming Economic Calendar
Conclusion and Sign Off
0:00
6:47
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Show notes
Market Insights and Economic Updates - Sep 23, 2025
On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing and services were discussed, both indicating expansion but with slight drops from the previous month. The Richmond Fed Index saw a significant decline. The episode also delves into the AI investment story and its impact on valuations. Looking ahead, several economic indicators are expected, including new home sales data, durable goods, wholesale inventories, GDP estimates, and initial jobless claims.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com