PodcastThe Dividend CafeOctober 13, 2026
Tuesday - October 13, 2026
The only visible credit stress is in CCC-rated debt, while broader markets stay cheaper as earnings outpace price gains ahead of CPI.
- Mixed, rudderless session: S&P flat, Dow -180, Nasdaq -40 (~0.15%), with semis and AI names underperforming ahead of tomorrow's CPI print.
- Bank earnings good, stocks down: Early big-bank reports were broadly positive, but financial stocks fell anyway in a cross-current session.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.