Skip to content
TrackPodcasts
businessJan 12, 202625:52pending

Monday - January 12, 2026

About this episode

Today's Post - https://bahnsen.co/4jyfdpi

Market Updates, Fed Investigation, and Public Policy Insights - Monday Dividend Cafe

In this Monday edition of Dividend Cafe, David Bahnsen emphasizes the productivity and enjoyment derived from the structured Monday format, which covers key market categories including public policy, economic data, and energy. The episode dives into five significant recent events, including criminal investigations into Fed Chairman Jerome Powell, tweets from President Trump, market reactions, and President Trump's various policy announcements. David also provides a market performance update, specifically mentioning the Dow, S&P 500, and NASDAQ movements, and discusses the implications of public policy changes on sectors like housing, defense, and finance. Economic data such as job creation numbers, the trade deficit, and CFO survey findings are also analyzed. Additionally, Bahnsen previews the upcoming earnings season and offers insights into the impact on markets and sectors. Closing the episode, David shares details about Dividend Cafe's regular content offerings.

00:00 Introduction to Monday's Dividend Cafe

00:48 Market Overview and Recent Events

01:48 Federal Reserve and Jerome Powell Investigation

04:18 Market Reactions and Analysis

12:09 Public Policy Announcements

15:28 Economic Data Insights

18:46 Housing and Mortgage Market Update

21:46 Oil Market and Geopolitical Factors

23:20 Conclusion and Upcoming Earnings Season

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Get every episode summarized

Each time The Dividend Cafe publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Monday - January 12, 2026

The Dividend Cafe

0:00
25:52

More episodes

More from The Dividend Cafe

View all episodes →