Monday - October 27, 2025

Episode 1207: Monday - October 27, 2025

Dividend Cafe: Market Recap and Economic Insights - Monday Edition

Show notes

Today's Post - https://bahnsen.co/49mduQP

Dividend Cafe: Market Recap and Economic Insights - Monday Edition

In the Monday edition of Dividend Cafe, host David Bahnsen provides a thorough market recap from their Newport Beach studio. He highlights key market movements, with the DOW closing up 337 points, the S&P rising by 1.25%, and the NASDAQ up 1.75%. Boson also discusses the potential China trade deal and its impacts on the market, as well as the recent CPI report showing inflation metrics. Additionally, he touches on public policy developments concerning tariffs with Canada and Mexico and explores the implications of growing U.S. stock market capitalization. The episode wraps up with insights into housing market trends, mortgage rates, and Federal Reserve actions expected later in the week.

00:00 Welcome to Dividend Cafe Monday Edition

00:51 Market Recap: A Positive Day on Wall Street

02:20 Economic Insights: CPI Report Analysis

04:20 Public Policy and Trade Updates

04:57 US Stock Market Growth

06:25 Housing and Mortgage Market Trends

08:27 Federal Reserve and Oil Market Update

08:55 Against Doomsday: Positive Economic Indicators

09:54 Upcoming Events and Final Thoughts

Links mentioned in this episode: DividendCafe.com

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David Bahnsen

David Bahnsen

David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.

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