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Podcast: The Dividend Cafe
Episode: Wednesday - March 11, 2026
Description: On March 11 from West Palm Beach, Brian Szytel reports a mostly negative but relatively benign market day amid volatility tied to Iran, the Strait of Hormuz, and surging energy prices (Brent ~$92.77, WTI ~$88.29). February CPI came in as expected: headline +0.3% and core +0.2%, with year-over-year headline 2.4% and core 2.5%; he notes current oil moves could have lifted year-over-year inflation to ~2.8–2.9%, though de-escalation or large IEA releases could offset. He highlights shelter’s lagging but cooling impact (rent measures up just 0.1–0.2%), important given shelter’s 35% CPI weight versus energy’s 7%. He discusses a new Fed chair in May aiming to cut short rates while shri...