Monday - September 14, 2026

Today's Post - bahnsen.co/4dB7zsq

David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show’s weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&P finished down about 0.5% with semiconductors down 5.6%, tied to a weekend letter from Anthropic CEO Dario Amodei urging major AI labs to slow development and seek regulation, with support from Elon Musk, Sam Altman, and Google’s AI leadership. Bahnsen notes heightened volatility, a brief 10-year yield move above 5%, and sector performance led by communication services while technology lagged. He says credit spreads remain benign but will be key to watch. He covers August CPI (0.4% headline, 0.3% core), elevated PPI (5.4% y/y), tanker shipping up ~300% amid Red Sea/Strait of Hormuz disruptions, cooling housing markets, the Fed meeting with an 86% implied hike probability, and WTI crude above $100 after a Saudi pipeline shutdown.

00:00 Welcome Back Monday

01:08 Program Cadence Explained

03:24 Market Selloff Recap

04:30 Anthropic AI Warning

07:28 Volatility and Credit Signals

09:05 Policy and AI Regulation

09:45 Inflation CPI and PPI

10:55 Shipping and Housing Cooling

12:04 Fed Meeting Rate Decision

13:18 Oil Surge and Wrap Up

Links mentioned in this episode:
DividendCafe.com (dividendcafe.com)

TheBahnsenGroup.com (thebahnsengroup.com)