About this episode
Today's Post - https://bahnsen.co/3Ao6vbh Market Insights & Election Uncertainty: Navigating the Week Ahead In this episode of Monday's Dividend Cafe, David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses market activity, public policy, the Federal Reserve, housing, and economic data ahead of the upcoming election. He highlights market volatility and the uncertainty surrounding closely contested elections, with battleground states showing tight polling results. He addresses current economic indicators such as job creation, bond yields, and the performance of different market sectors. Bahnsen also comments on China’s housing market, the expected Fed rate cut, and the contrasting perspectives in economic growth between the U.S. and Europe. The episode concludes with an invitation for listener questions and a note on potential election-related updates later in the week. 00:00 Introduction and Overview 00:38 Election Impact on Markets 02:06 Market Volatility and Polling Analysis 08:20 Jobs Report and Economic Indicators 09:35 Federal Reserve and Energy Sector Update 10:17 GDP Growth and International Exposure 11:09 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com