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Tuesday - October 14, 2025

The Dividend Cafe

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Tuesday Midweek Market Update: US-China Trade Tensions and Earnings Insights

In this episode of Dividend Cafe, Brian Szytel provides a midweek market update for Tuesday, October 14th. The day saw sideways trading following a significant sell-off on Friday and a rally on Monday, predominantly driven by ongoing US-China trade negotiations concerning China's export controls on rare earth minerals. Brian discusses China's dominance in rare earth minerals and the potential long-term response from the US, including strategic reserves and new mining developments. He also touches on Jerome Powell's comments on inflation and job markets, noting little change from the last FOMC meeting. Additionally, Brian highlights strong Q2 earnings reports, especially from major banks, as a positive market signal. He concludes with a perspective on gold as an inflation hedge versus the S&P 500, emphasizing the latter's superior long-term performance.

00:00 Introduction and Market Overview

00:17 US-China Trade Tensions and Rare Earth Minerals

02:12 Jerome Powell's Comments on Inflation and Jobs

02:31 Q2 Earnings Reports and Market Reactions

02:56 Small Business Optimism and Gold Market Insights

04:54 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

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