Episode 1155: Monday - August 11, 2025

Today's Post - https://bahnsen.co/4lkaas5

Monday Market Rundown & Economic Insights - Dividend Cafe with David Bahnsen

In this Monday edition of the Dividend Cafe, David Bahnsen from The Bahnsen Group provides a comprehensive market update and economic analysis. Key topics include Nvidia's significant market impact, President Trump's upcoming meeting with Vladimir Putin, and developments in the semiconductor tariffs with China. The episode also covers the overall performance of major market indices, notable policy changes, and the state of the housing market and Federal Reserve actions. Additionally, Boson addresses recent market dynamics, including the tariff delays on China and potential privatization of Fannie Mae and Freddie Mac. A discussion on Steven Miran's nomination to the Federal Reserve and the likelihood of upcoming interest rate cuts rounds out the update. Boson concludes by sharing insights into his favorite economists in response to viewer questions.

00:00 Introduction and Overview

01:18 Market Rundown and Economic Analysis

01:40 Nvidia and Semiconductor News

02:52 Market Performance and Indices

06:16 Policy Announcements and Tariffs

07:55 Housing Sector and Federal Reserve

10:57 Conclusion and Favorite Economists

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com