The Dividend Cafe
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Tuesday - March 31, 2026
Brian Szytel hosts Dividend Cafe on Tuesday, March 31, recapping a broad market rally with the S&P 500 up about 2%, the Nasdaq up about 3%, and bonds higher as the 10-year yield fell roughly 3.5 bps to around 4.30%. He says headline-driven moves and short covering are fueling volatility, noting markets react to shifting commentary about a potential end to the war and the Strait of Hormuz. He addresses a question about the U.S. stopping oil exports, arguing it’s unlikely, would reduce profits and jobs, and U.S. refineries are largely configured for heavier crude unlike domestic light sweet production, making a shift a decade-long project. Economic updates include the Case-Shiller 20-City Home Price Index (+0.2% in January; +1.2% YoY), JOLTS job openings at 6.9 million (in line), and consumer confidence beating in March. 00:00 Welcome and Setup 00:19 Market Rally Recap 00:46 Headlines and Positioning 01:42 Oil Export Thought Experiment 02:31 Housing Price Update 03:13 Jobs and Confidence Data 04:08 Wrap Up and Tomorrow 04:24 Disclosures and Disclaimer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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