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In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Vince Parrack take a deep dive into the current state of the markets, with the S&P 500 quietly climbing nearly 8% since late April. Is this rally justified, or are there risks lurking beneath the surface? The team breaks down the sector drivers behind this move—particularly the outsized influence of information technology and communication services—and debates whether this momentum can hold as geopolitical uncertainties and trade tensions continue to evolve. The conversation also shifts to broader economic indicators, with a special focus on the housing market as a leading signal of potential slowdowns. The hosts discuss inventory trends, homebuilder sentiment, and what new home sales are telling us about consumer confidence and economic resilience. Whether you're an investor trying to make sense of the rally, or a financial professional watching macro trends, this episode delivers practical insights and forward-looking perspectives to help you navigate today's markets. Individual views and opinions expressed in the podcast, article, or other media included herein may not necessarily reflect the views and opinions of Blue Chip Partners, LLC. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for individualized financial, tax, legal or accounting advice. You should consult your own professional financial, tax, legal, accounting, or equivalent advisers prior to making any investment decision. All investments involve a degree of risk, including the risk of loss. Past performance is not indicative of future results.

Quotes:

· "I think there was a very large element of throwing the baby out with the bathwater as it pertained to the selling pressure that initially happened post April 2nd in sectors like tech, like comm services." - Daniel Dusina

· "We're not calling for a housing bubble [or] bust, but it's just a more economically sensitive area that you can watch and start to say, "Okay, is there a trend here?" - Matt Mondoux

Links:

Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Vince Parrack: https://www.bluechippartners.com/about/our-team/vincent-parrack/

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Timestamps:

00:00:00: Introduction: Market momentum and key questions

00:00:26: S&P 500's 8% rally—what's driving it?

00:01:18: Sector breakdown—why tech & comm services are leading

00:02:13: Was the sell-off overblown? Analyzing market sentiment

00:04:22: The impact of tariffs—are risks being underestimated?

00:06:55: Apple's case study: Supply chain pressures & pricing

00:10:02: Consumer staples vs. growth sectors: where risk appetite is shifting

00:11:58: Ad break

00:12:50: Economic watch: Why housing is a key indicator now

00:14:12: What new home sales & builder sentiment reveal

00:16:07: How investors can read subtle economic shifts

00:18:34: Wrap-up & key takeaways for market monitoring