The Dividend Cafe - Thursday - August 28, 2025

Episode Date: August 28, 2025

Daily Market Recap: Mixed Market Movements and Bond Market Rally In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication services sectors. The bond market also saw a rally with the 10-year yield sitting at 4.2%. Defensive sectors like utilities and healthcare were in negative territory. Tune in tomorrow for a deeper dive into the private economy and the federal government's role as a shareholder. 00:00 Introduction and Market Overview 00:11 Stock Market Performance 00:47 Bond Market Update 01:18 Sector Performance 01:58 Conclusion and Upcoming Insights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. Hello, welcome to the daily recap of the Dividend Cafe. Brian Saitel is out today. This is David Bonson filling in just to update you on a little bit of market action. Reasonably boring day, although things did pick up from what had been negative territory. The Dow closed up 72 points. The S&P. closed up 20 points, which is a third of a percent. Nasdaq ended up being up over half percent, which was a little bit of a surprise because Nvidia was down a little, although not much after their earnings results. And so to have a day in which the whole Mag 7 was mostly up, except for Nvidia, Tesla was actually down too. But other names carried the weight, helped overall markets to be up on the day. In terms of the bond market today, and really it's been an interesting period

since Jackson Hole, but the 10-year sits at 4.2 percent down another three and a half basis points today. So still really good rally in the bond market, 10 year at 4.2. The two-year was basically flat, but that's sitting at 3.63%. So you think of that 210 spread right now, nearly 60 basis points a pickup from the two year to the 10 year. So a much better sloped yield curve. In terms of equity market sectors on the day, you can generally guess when you have that kind of result in a lot of those Mag 7 names that it was going to be a pretty good period for technology. Although tech was not the leading sector, communication services was, up almost 1%, but with energy behind it at second place, up two-thirds of a percent. The defensives are what really held markets back today.

You had utilities, consumer staples, health care, and real estate, all four in negative territory. That was the story of the day. So all things being equal, not a lot of significant economic news to get into moderately updates across markets. And I'm looking forward to delivering to you a Dividend Cafe tomorrow is going to unpack at a much deeper level where we stand with our private economy and the federal government as a shareholder in some of our companies and what this means for investors. Thanks for listening to the daily recap from the Dividendon Cafe. The Bonson Group is a group of investment professionals registered with Hightower Securities LLC,

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