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Bessent in Treasury and Rally in Markets

27:45
 
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Manage episode 461658110 series 2524881
Sisällön tarjoaa The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. The Dividend Cafe - The Bahnsen Group and The Bahnsen Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

Market Insights: Scott Bessent's Impact as Incoming Treasury Secretary and Recent Market Trends

In this episode of Friday Dividend Cafe, host David Bahnsen discusses the imminent arrival of Scott Bessent as the next U.S. Treasury Secretary and the implications of his policy perspectives on market realities. Recorded on January 17th, 2025, Bahnsen highlights the week's significant market fluctuations, the importance of the 10-year bond yield, and the nuanced role of tariffs and currency in trade talks. He also addresses fiscal policies, including debt ceiling discussions and tax cut priorities. Bahnsen reflects on the impact of foreign debt buyers and provides insights on household debt to asset ratios. As the new administration approaches, he emphasizes the need for investors to remain disciplined amidst market volatility.

00:00 Introduction and Market Overview

01:06 Scott Besson's Appointment and Market Implications

04:09 Market Volatility and Bond Yields

10:08 Treasury Secretary's Testimony and Policy Insights

22:04 Foreign Debt Appetite and Economic Indicators

25:44 Conclusion and Upcoming Events

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1027 jaksoa

Artwork
iconJaa
 
Manage episode 461658110 series 2524881
Sisällön tarjoaa The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. The Dividend Cafe - The Bahnsen Group and The Bahnsen Group tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

Market Insights: Scott Bessent's Impact as Incoming Treasury Secretary and Recent Market Trends

In this episode of Friday Dividend Cafe, host David Bahnsen discusses the imminent arrival of Scott Bessent as the next U.S. Treasury Secretary and the implications of his policy perspectives on market realities. Recorded on January 17th, 2025, Bahnsen highlights the week's significant market fluctuations, the importance of the 10-year bond yield, and the nuanced role of tariffs and currency in trade talks. He also addresses fiscal policies, including debt ceiling discussions and tax cut priorities. Bahnsen reflects on the impact of foreign debt buyers and provides insights on household debt to asset ratios. As the new administration approaches, he emphasizes the need for investors to remain disciplined amidst market volatility.

00:00 Introduction and Market Overview

01:06 Scott Besson's Appointment and Market Implications

04:09 Market Volatility and Bond Yields

10:08 Treasury Secretary's Testimony and Policy Insights

22:04 Foreign Debt Appetite and Economic Indicators

25:44 Conclusion and Upcoming Events

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1027 jaksoa

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