# Thursday - June 11, 2026

Page: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-11-2026
Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-11-2026.md
Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128)
Published: 2026-06-11T20:26:00+00:00
Episode link: https://podcast.dividendcafe.com/episodes/thursday-june-11-2026
Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/ae036b67-be2e-4952-bcb3-50fe12220f07.mp3?source=feed
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JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/thursday-june-11-2026
Duration seconds: 556

## Resource

Brian Szytel recaps a sharp market reversal after a broad sell-off tied to Iran war rhetoric gave way to gains on news of progress toward a deal, with the Dow up about 900 points, the S&P 500 up 1.7%, and the Nasdaq up 2.25%. He notes meaningfully lower interest rates (10-year down 9 bps to ~4.45%) and oil’s reduced sensitivity to Strait of Hormuz headlines as shipping reroutes and supply adjustments develop. Economic data included a hotter-than-expected headline May PPI (1.1%) but cooler core PPI (0.4%) alongside slightly worse initial jobless claims (229k). He highlights earnings growth concentration in energy (+117%) and technology (~60%) versus weak growth in consumer discretionary and financials, and responds to a college grad’s question by framing AI as a tool, emphasizing human trust and expressing optimism about job opportunities. 00:00 Welcome and Setup 00:23 Market Reversal Rally 01:38 Rates and Oil Calm 02:41 PPI Inflation Breakdown 03:52 Jobless Claims Update 04:05 Earnings Sector Split 05:48 AI and Entry Jobs 07:21 Closing Remarks 07:37 Disclosures and Disclaimer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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## Transcript

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