Thursday - October 15, 2026

Podcast: The Dividend Cafe · The Bahnsen Group

Opublikowano: 2026-10-15

Brian Szytel recaps a volatile market day marked by value outperforming growth, dividend payers beating growth-oriented stocks, and equal-weight indices outperforming cap-weighted, alongside notable bond-market swings following hotter-than-expected CPI and a sharply higher PPI print. He reviews key economic data: initial jobless claims in line, retail sales far above expectations, and improving manufacturing readings (Philly Fed and Empire State), suggesting a strong consumer and near full employment. On inflation, headline PPI rose 1.3% m/m and core PPI 0.7% versus lower consensus forecasts, implying core PCE may run around 3.2% y/y, keeping pressure on the Fed to continue hiking, with additional...