The Dividend Cafe
The Dividend Cafe
The Bahnsen Group
Tuesday - March 17, 2026
7 minutes Posted Mar 17, 2026 at 9:45 pm.
Market Close Recap
Housing Data Snapshot
Fed Meeting Preview
Three Market Worries
Iran War Pricing
Private Credit Fears
AI Capex Reality Check
What Fiduciary Means
Wrap Up and Tomorrow
0:00
7:19
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Show notes
Brian Szytel reports modestly positive markets from The Bahnsen Group’s Newport Beach office: the Dow rose 46 points, the S&P 500 gained 0.25%, the Nasdaq rose nearly 0.5%, and the 10-year yield fell 2 bps to 4.20% after trading in a 4.15%–4.30% range. Economic data were light, with February pending home sales notably stronger than expected, possibly reflecting slightly lower mortgage rates and pent-up demand. He previews upcoming PPI data and the Fed’s meeting conclusion, expected to leave rates unchanged at 3.50%–3.75%, while watching potential dot-plot changes amid new geopolitical developments. He addresses three market concerns—war with Iran, private credit default fears, and slowing AI capex—and explains fiduciary duty versus broker suitability standards.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com