Episode 1105: Wednesday - May 28, 2025

Market Insights and Sovereign Debt Discussion - Dividend Cafe

In this episode of Dividend Cafe, Brian Szytel discusses the recent market movements following a significant rise due to a delay in tariffs on the EU. He covers the Richmond Fed survey results, FOMC meeting minutes, and the implications of long-term sovereign debt yields, particularly from Japan. Brian also breaks down the ownership of US Treasury debt and the impact of foreign investments. Looking ahead, he previews upcoming economic data releases, including Q1 GDP, jobless claims, pending home sales, and PCE data. Listeners are briefed on the market's current status and forthcoming economic indicators.

00:00 Introduction and Market Recap

00:35 Economic Calendar and Market Sentiment

00:51 Impact of Trade Announcements

01:55 Sovereign Debt and Treasury Holdings

03:46 Japan's Debt and Yield Curve Control

05:43 Upcoming Economic Data and Conclusion

Links mentioned in this episode: DividendCafe.com

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