Wednesday - September 16, 2026

About this episode

Brian Szytel recaps a volatile Fed day in which the FOMC unanimously raised rates 25 basis points, moving the range from 3.50–3.75 to 3.75–4.00, a move largely priced in. He notes dot plots implying one more hike before year-end (around 4.00–4.25), with market reaction reflecting short-term yields up slightly, long-term yields down slightly, and the 10-year unchanged near 5.01. Markets sold off (Dow ~-740, S&P ~-0.6%, Nasdaq ~-0.1%) but improved off the lows, with internals not signaling a major risk-off flush. Economic data included stronger-than-expected August retail sales (1.2% vs 0.8%) and weaker NAHB homebuilder sentiment. He also answers a viewer question, distinguishing price spikes in items like oil from broad inflation driven by money supply, referencing CPI/PCE and headline vs core measures. 00:00 Welcome to Dividend Cafe 00:17 Fed Rate Decision 01:03 Yield Curve Reaction 01:28 Why Markets Lead 02:10 Economic Data Check 02:29 Market Close Snapshot 03:30 Inflation Question Explained 04:44 Wrap Up and Thanks 04:52 Disclosures and Disclaimers Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com