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July 28, 2025 14 mins

Today's Post - https://bahnsen.co/4m0KxNO

Market Update & European Union Trade Deal - Dividend Cafe

In this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, discusses a range of market updates and economic observations from his office in New York City. He highlights the flat performance of major indices amidst the European Union trade deal news, the surprising low volatility, and the record number of S&P 500 companies above their 200-day moving average. Bahnsen also touches on upcoming earnings reports from major tech firms, bond market movements, and significant sector performances. Additionally, he offers his perspectives on durable goods orders, initial jobless claims, and existing home sales figures. The episode includes insights on the latest trade deals and how they may impact markets long-term, along with a personal anecdote about walking through a movie set in the intense summer heat.

00:00 Introduction and Market Overview

00:57 Unexpected Encounter on the Way to Fox Business

02:08 Market Performance and Key Indicators

04:06 European Union Trade Deal Insights

07:20 Economic Data and Predictions

08:57 Housing Market Trends

09:45 Potential Policy Changes and The Fed's Meeting

10:50 Midstream Companies and Dividend Growth

11:37 Conclusion and Upcoming Content

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

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