# Tuesday - July 14, 2026

Page: https://stenobird.com/podcast/the-dividend-cafe-743128/tuesday-july-14-2026
Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/tuesday-july-14-2026.md
Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128)
Published: 2026-07-14T20:13:00+00:00
Episode link: https://podcast.dividendcafe.com/episodes/tuesday-july-14-2026
Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/6d5a3850-aefd-432f-8a92-a9d2f43b1ed4.mp3?source=feed
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JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/tuesday-july-14-2026
Duration seconds: 514

## Resource

Brian Szytel recaps a mixed but positive market day with the Dow up about 45 points, the S&P 500 up 0.4%, and the Nasdaq up just under 1%, helped by a broad financial-sector rally despite somewhat mixed large-bank earnings. Oil rose with increased Middle East tensions and volatility around the Strait of Hormuz. The main story was a better-than-expected CPI report: headline CPI fell 0.4% versus expectations for -0.1%, and core CPI was essentially flat (-0.02%) versus a forecast of +0.2%, bringing year-over-year core to 2.6% and pushing the 10-year yield down about 3 bps to 4.58%, with Fed futures repricing to lower odds of hikes. He notes one print isn’t a trend, highlights a stronger NFIB Small Business Optimism Index, and explains why deflation is worse than modest inflation, citing Japan’s long period of minimal growth. 00:00 Market Wrap and Earnings 00:45 Oil Jitters Middle East 01:01 CPI Surprise and Rates 02:39 Fed Talk and Futures 04:12 Small Business Optimism 04:26 Inflation Versus Deflation 05:35 Japanification Case Study 06:34 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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## Transcript

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