The Dividend Cafe - Monday September 16, 2024

Today's Post - https://bahnsen.co/4eJ46qf Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on various topics including public policy, the Federal Reserve, housing, and the economy. Key highlights include the proposed acquisition of US Steel by Nippon Steel and the Biden administration's stance on blocking the deal. Market performance is discussed, with the Dow Jones hitting an all-time high, while tech stocks underperform. The host also covers trends in bond yields, foreign investment in US Treasury debt, and current US corporate earnings projections. Additional topics include the New York Manufacturing Index, the rising number of 401k plan participants, and mortgage-free homes in the US. The episode wraps up with thoughts on the state of the office market, particularly in Singapore, and Amazon's policy change requiring office staff to return full-time. Other subjects include the Fed's upcoming meeting, the global reduction in abject poverty, and the role of venture capital in contrast to dividend growth investing. 00:00 Introduction and Market Overview 00:24 U.S. Steel Acquisition Controversy 01:45 Market Performance and Fed Updates 03:06 Bond Yields and Foreign Investment 06:28 Economic Indicators and Housing Market 08:08 Office Market Insights 10:01 Fed Meeting and Rate Cut Speculations 10:49 Global Poverty Reduction 11:36 Dividend Growth vs. Venture Capital 13:09 Conclusion and Upcoming Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com