The Dividend Cafe Tuesday - July 16, 2024

Episode 898: The Dividend Cafe Tuesday - July 16, 2024

Hosted by Brian Szytel, markets showed a positive trend across stocks and bonds, with notable index disparities.

Show notes

Market Rally and Economic Updates: July 16 Edition

On this episode of Dividend Cafe, hosted by Brian Szytel, markets showed a positive trend across stocks and bonds, with notable index disparities. The discussion highlights a rally in small-cap stocks and changes in interest rate expectations. Key economic updates include retail sales beating expectations despite a cyber attack in the auto industry, and flat import prices for June. The episode also addresses the role of small-cap stocks in dividend and growth portfolios. Upcoming economic indicators such as housing starts, building permits, and the Federal Reserve's Beige Book are also mentioned.

00:00 Introduction and Market Overview 00:13 Stock and Bond Market Rally 00:45 Sector Performance and Market Rotation 01:25 Economic Indicators and Retail Sales 02:12 Small Caps and Portfolio Strategy 02:56 Upcoming Economic Events 03:11 Conclusion and Recap

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Hosts

Brian Szytel

Brian Szytel

Brian Szytel is the Deputy Managing Partner and Co-CIO of The Bahnsen Group.

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