Our show is focused on the markets, but sometimes the markets are impacted by political and global events.  And yet, despite a tumultuous week that could have easily been a narrative for a dip, the market kept plugging away. It’s time to ask the question... 
Why Isn’t The Market Reacting? 
This week On The Markets, Sonoma Wealth Managing Principal Daren Blonski CFP®, Chris Sipes CFP® and Marketing Director Dano Weir explain: 

• The economic data that could easily be contributing to a down market that’s just...not happening, S&P is still up. 

• Tariffs are in effect but somehow the trade deficit got worse, but S&P is still up. 

• The plain numbers that show the S&P as a whole is extremely expensive, but the S&P is still up (catching the theme here?). 

4:30 Investor sentiment 
9:17 What does the S&P do after a rate cut? 
11:02 Trade deficit has actually increased with tariffs 
11:51 National debt still up 
14:55 Chances of a Fed rate cut 
15:55 The Fed doesn’t control all interest rates 
17:46 How expensive is the S&P? 
23:53 New CPI/inflation numbers 
28:04 Consumer sentiment right now below even 2008 
29:14 People are still spending 
31:37 US expansions and recessions 
36:03 Productivity per worker is up 
38:35 S&P drawdown frequency 
39:47 Guess the stock 
47:49 S&P 500 performance 
51:36 10 year treasury 
53:12 Agg bond index 
56:28 Oil doing nothing 
58:40 Yield curves 

 
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ 
 
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