Today's Post - https://bahnsen.co/4c6aI2f
In the Monday Dividend Cafe, the host recounts extreme market volatility after futures fell ~350 points overnight, then swung over 1,000 points higher on a Trump tweet claiming “very good and productive” U.S.-Iran talks and a five-day postponement of strikes; Iran denied negotiations, yet markets held gains, with the Dow closing up 631 points (+1.38%), S&P 500 up 1.15%, and Nasdaq up 1.38% amid large intraday ranges. Oil spiked near $104 then slid, with crude closing at $89 (-9.5%), while all 11 sectors finished positive led by consumer discretionary; healthcare lagged. Gold remained down ~16% from its high as the U.S. dollar drew safe-haven flows. The host highlights key near-term signals: Iran’s regional attacks and Strait of Hormuz developments, notes uncertainty about a market bottom, mentions TSA funding issues, shifting Fed expectations and internal disagreement, and midstream/LNG dynamics tied to offline capacity.
00:00 Wild Futures Whipsaw
00:45 Trump Tweet Sparks Rally
02:39 Did Iran Talks Happen
05:41 What Markets Watch Next
06:30 Sector Moves and Gold Drop
08:01 Have We Hit a Bottom
09:20 Policy Fed and Energy Notes
10:40 Week Ahead and Sign Off
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
