Wednesday - September 30, 2026

Podcast: The Dividend Cafe · The Bahnsen Group

Opublikowano: 2026-09-30

On Sept. 30, Brian Szytel reports a bifurcated market into quarter-end, with the Dow down about 200 points while the S&P 500 and Nasdaq rise, led by large-cap growth; yields steepen as the 10-year and 30-year move higher. A cooler-than-expected PCE inflation report (core and year-over-year) lowers implied odds of an October Fed hike to about 35%, though Friday’s nonfarm payrolls could shift expectations. Other data were stronger: Q2 GDP revised up to 2.2%, ADP payrolls beat estimates, and consumer spending was robust, suggesting the economy is still humming despite high rates and debt concerns. He discusses a shifting Fed “put” narrative and an...