About this episode
David Bahnsen discusses major news and market updates, including an assassination attempt, market performance, and economic indicators.
Today's Post - https://bahnsen.co/4ued1rl David Bahnsen delivers a “normal” Monday Dividend Cafe covering the weekend’s major news—an assassination attempt tied to the White House Correspondents’ Dinner that ended without fatalities and had no market impact—then recaps mostly flat markets (Dow -63; S&P/Nasdaq slightly up) amid unusually extended semiconductor trading. He notes the 10-year yield near 4.3%, sector moves, and elevated oil closing near $97 alongside an Iran proposal involving reopening the Strait of Hormuz in exchange for delaying nuclear talks. Bahnsen highlights M&A skewed toward mega-deals, retail ETF flows chasing recent performance, and discusses a potential federal convertible loan to Spirit Airlines. Economic updates include healthy jobless claims, a pickup in wage growth for job changers, sharply slowing home price appreciation, expectations for a Walsh-led Fed as Powell’s term ends, and a focus on Mag 7 earnings—especially AI capex plans. 00:00 Welcome Back Monday 01:14 Weekend Breaking News 02:43 Market Wrap Today 03:11 Semis And Seasonality 04:42 Mergers And Retail Flows 05:58 Iran And Oil Shock 06:52 Spirit Airlines Policy 07:39 Jobs Wages Housing…
People in this episode
Host: David Bahnsen
Topics covered
- market news
- economic updates
- M&A activity
- oil prices
- job market
- technology earnings
Keywords
- dividends
- market wrap
- semiconductors
- M&A
- oil prices
- jobless claims
- AI capex
Mentioned in this episode
Organizations: Spirit Airlines, Walsh-led Fed, Powell, Iran
Books & works: Dividend Cafe
Places: Strait of Hormuz
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