Episode 1170: Tuesday - September 2, 2025

Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day Analysis

In this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to value stocks. The episode discusses the current and future status of tariffs under the IEEPA and Section 301, as well as recent economic indicators such as ISM and PMI manufacturing numbers and construction spending data. Furthermore, Brian addresses the implications of the CHIPS Act and government stakes in private companies, highlighting concerns over government intervention in private enterprise. The episode concludes with observations on volatility and the performance of dollar-sensitive securities.

00:00 Welcome and Market Recap

01:02 Tariffs and Legal Battles

02:13 Economic Indicators and Manufacturing Data

03:25 Government Stake in Intel and CHIPS Act

05:47 Market Volatility and Closing Remarks

Links mentioned in this episode: DividendCafe.com

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