Thursday - August 27, 2026
The Dividend Cafe · Aug 27, 2026 · 7:41
The Dividend Cafe · Aug 27, 2026 · 7:41
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Brian Szytel recaps Thursday, August 27 markets, highlighting a major AI chip company’s better-than-expected earnings and sharply higher 2028 guidance that lifted its stock 10% and pushed all three major indices higher, led by the Nasdaq, while bonds were flat with the 10-year at 4.67% and WTI oil up about 2% near $83. Economic updates included better-than-expected initial jobless claims (203k vs. 208k) and a wider July goods trade deficit of $118 billion, which he frames within the dollar-based reserve system. He also discusses US-Canada tariff tensions, arguing trade wars are zero-sum and ultimately hurt consumers and the economy. Addressing low S&P 500 dividend yield concerns, he says the decline is largely price-driven and maintains confidence in dividend growth investing focused on efficient capital use, including dividends and buybacks.
00:00 Welcome and Setup
00:24 AI Earnings Lift Markets
01:08 Rates Oil and Data
02:00 Trade Deficit Explained
03:02 Tariffs and Trade Wars
03:44 Dividend Yield Concerns
04:06 Why Dividends Still Win
05:40 Wrap Up and Disclosures
Links mentioned in this episode: DividendCafe.com
