On The Markets
Record Highs On Bad News?
The market just hit a record high on bad economic news — and that's not a typo. Three Fed officials just voted to raise rates while investors are betting on a September cut, and this week's CPI and PPI reports could decide who's right. We're breaking down what's really driving this rally, and whether it's built to last — let's find out On The Markets. This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Marketing Director Dano Weir examine: • Consumer spending came in soft? Consumer confidence is even lower? Rate hikes possibily on the horizon? We discuss why the “honey badger market” just don’t care. • Why data centers are being exempted from selling shares in a way that other businesses are not. • Corporate bank lending hits an all time low. Why does private credit rule the kingdom? 0:00 Intro 13:30 Producer price index downtick? 14:40 Consumer price index downtrend? 15:30 Housing sales remain low 17:17 Bank lending to corporations hits all time low 18:35 SEC exempts data centers from securitization rules 20:00 Hyperscaler credit default swap spreads widening 26:00 Valuations to returns 27:30 S&P Profit Margins 29:45 S&P Energy companies vs. Tech companies 31:47 Bond allocations declining? 38:30 S&P this week 43:03 Fed hike not coming? 48:00 S&P heat map 50:00 Oil this week 53:00 VIX this week 54:30 Dollar remains strong 59:47 Bitcoin showing weakness Full video on our YouTube Channel Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis _____________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
