Tuesday - May 13, 2025

Market Update and Economic Indicators Review - May 13th In this episode of 'Dividend Cafe' from May 13th, Brian Szytel provides a detailed market update and economic analysis. The S&P 500 showed positive trends, closing up 0.7% for the day, and the Nasdaq increased by 1.6%. Despite a decline in the Dow by 269 points due to a drop in a significant healthcare stock, the overall market shows signs of recovery, currently only 4% off its February highs. The improvement is attributed to the de-escalation in U.S.-China trade tariffs. Additionally, inflation rates came in cooler than expected for April, with Core and Headline CPI both at 0.2%, improving annual core inflation to 2.8%. Furthermore, the NFIB Small Business Optimism Index indicated sentiment below its long-term average, while recession odds have decreased, leading to an optimistic adjustment in S&P 500 targets. Brian emphasizes patience during this period, reassures clients, and previews a light economic calendar for the following day. 00:00 Introduction and Market Overview 00:13 Stock Market Performance 01:29 Inflation and Economic Indicators 02:34 Treasury Yields and Fed Policy 03:08 Small Business Optimism and Recession Odds 03:58 Earnings and Forward Guidance 04:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).