Deal Or No Deal: Does The Market Hinge On Tariffs?

Life in the market can feel like a game show sometimes 😂🙃 And so far here in the 2nd Quarter of 2025, there’s really only been one question- Deal Or No Deal? Is that it? Does the *entire* stock and *entire* bond market hinge on whether the US and China make a new trade deal? Sure can feel that way, but Daren and Chris’ answer might surprise you. Let’s go On The Market.Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® alongside Marketing Director Dano Weir took to YouTube and podcast on our show On The Markets to discuss: • What would a boat of goods look like with tariffs applied?• Guess which asset class is on a 4-month all time tear, after decades of futility, at a time when tariffs would seem to have sent them to nil? ....here’s a hint it’s not US stocks.• Wanna know which country beat the S&P if you removed Nvidia? 🎌• Pay off your house? Maybe. Wanna see what the last 30 years of real estate vs last 30 years of S&P look like?11:30 What does a shipload with tariffs look like?13:54 What will tariffs cost you?15:18 Inflation from tariffs21:01 Investor sentiment meter24:32 International stocks on best 4 month run ever25:56 International stocks finally at all time highs27:56 S&P w/o Nvidia? Beaten by Japan30:04 Feds keep rates the same32:30 What do homebuyers need to earn?35:20 S&P since march44:05 Bond market and S&P have recovered49:58 Bitcoin back at all time highs51:34 Oil still winding down56:06 10 year bond58:15 Gold spiking once again59:39 Yield curveTake Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ  ________________________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. 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.