Wednesday - January 28, 2026

Episode 1258: Wednesday - January 28, 2026

Insights on Fed's Decision and Impact of Dollar Movements

Show notes

In this episode of Dividend Cafe, Brian Szytel discusses a relatively quiet market day despite the conclusion of the Federal Reserve's two-day meeting, where interest rates were left unchanged. He highlights the minor movements in stock indices and bond markets, along with a significant rally in precious metals. Szytel also shares David Malpas's critique of the Fed's policies as published in the Wall Street Journal, arguing that growth is not inherently inflationary. Additionally, the episode explores the effects of the dollar's decline on exports, emerging markets, commodities, and the potential longer-term implications for capital flight if the trend continues. Listeners are encouraged to reach out with questions and stay tuned for further insights on market reactions and upcoming economic data.

00:00 Introduction and Market Overview

00:18 Fed Meeting and Interest Rates

01:08 Economic Commentary and Critique

02:20 Dollar Value and Market Impact

04:05 Conclusion and Upcoming Topics

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Hosts

Brian Szytel

Brian Szytel

Brian Szytel is the Co-CIO and Senior Managing Director of The Bahnsen Group.

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