Tuesday - September 29, 2026

Podcast: The Dividend Cafe · The Bahnsen Group

Opublikowano: 2026-09-29

Brian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to about 5.24% amid speculation about 6%. He argues higher yields reflect both higher nominal growth near 6% and a Fed intent on reducing its balance sheet, with limited ability for Treasury financing tactics to meaningfully lower yields. He notes consumer confidence missed (81 vs. 89), JOLTS openings dipped slightly (7.1M vs. 7.2M), and Case-Shiller home prices rose 0.3% monthly but lag inflation amid high mortgage rates and weak price discovery. He answers why rates rise...