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Tuesday - August 12, 2025

About this episode

Market Rally and Economic Indicators: August 12th Update

In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has led to increased expectations for the Federal Reserve to lower interest rates. Sitel also discusses predictions for future rate cuts, the upcoming Jackson Hole symposium, and the anticipated September non-farm payroll report. Additionally, recession odds have decreased significantly, now less than 20%. Finally, a better-than-expected small business optimism survey is highlighted.

00:00 Introduction and Market Overview

00:55 Inflation and CPI Data Analysis

01:36 Federal Reserve and Interest Rate Predictions

02:43 Upcoming Economic Reports and Market Sentiment

03:04 Recession Odds and Data Sources

04:16 Small Business Optimism and Conclusion

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

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Tuesday - August 12, 2025

The Dividend Cafe

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