CNBC's "Fast Money" Is The Risk Trade Off?... And Another Rare Earth Rout 10/17/25
9 snips
Oct 17, 2025 Stocks are on the rise, but investors are leaning towards defensive assets like gold, raising questions about market behavior in Q4. The rare earth sector is facing a downturn due to ongoing trade uncertainties between the U.S. and China. Insights on Boeing reveal a production boost, while Apple's strong position in China and anticipation for the iPhone Air highlight pivotal market trends. Finally, experts discuss Netflix's upcoming earnings and Tesla's performance expectations, offering valuable final trade ideas.
AI Snips
Chapters
Transcript
Episode notes
Barbell Market: Growth And Defense Together
- Markets showed a barbell trade with appetite for both growth and defensive assets this week.
- Tim Seymour says cash on the sidelines flowed in as rates fell, driving the rally.
Gold, Crypto And Yields Tell Different Stories
- Gold and Bitcoin diverged this week as yields and bond flows shifted investor positioning.
- Lower yields boosted equities while safe-haven flows into gold and bonds reflected risk-off undercurrents.
Use Earnings Season For Clearer Signals
- Favor earnings-season clarity over chasing headline-driven moves.
- Karen Finerman advises using earnings reports as tangible data to guide positioning.