Tuesday - October 14, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 14 October 2025
⏱️ 7 minutes
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Summary
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
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:10.0 | Welcome back to Dividend Cafe. This is Tuesday, October the 14th. And as always, midweek, it is Brian Saitel with you. To give you a daily update on a day that was really an up and down sideways trading day, frankly. As we mentioned, Friday was the big selloff. We've had a heat up and rhetoric between the U.S. and China, particularly around China, putting export controls and approval processes in for the |
| 0:40.0 | rare earth minerals that they produce. |
| 0:42.3 | And when I say that they produce them for the world, they really do. |
| 0:46.1 | They have over an 80% market share. |
| 0:48.0 | It's not only where a lot of them are geographically located. |
| 0:51.6 | There are other deposits around the world, including the United States, |
| 0:54.3 | but the abundance of it there is one thing. And then the second thing is just the time it has |
| 1:00.3 | taken to get into a mining development stage and processing stage and refining stage out of |
| 1:06.6 | the rare earth side takes many years. It's not something you can just turn on overnight, similar to an oil production facility. |
| 1:14.6 | And so they really do have a stronghold in that arena. |
| 1:17.6 | And it's what makes everything from cell phones to fighter jets, to televisions, to all the things that we use in our modern life. |
| 1:25.6 | And so they have a leverage point there. Just keep in mind, |
| 1:29.1 | the whole part of a negotiation, the whole point of it, is that the two people that are negotiating |
| 1:35.0 | are using different leverage points so that they can get a deal that is best for them. And so it doesn't |
| 1:39.7 | shock me first off that China is using that. And I think it's part of a process. I believe over time |
| 1:44.7 | what it will result in is the U.S. creating its own deposit of rare earth, both in the form of |
| 1:49.5 | supply of them, like a strategic petroleum reserve, but in rare earth materials, and then just |
| 1:55.1 | more partnerships in South America, potentially Greenland, different developments in the United |
| 1:59.1 | States that can bring up our ability |
| 2:01.6 | to produce these from a national security standpoint. So I think that'll be the result of this |
| 2:05.8 | over time. In the meantime, it's about tariffs back and forth and how this will shake out, |
... |
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