How the Dot Plot Has Secretly Been Affecting Your Portfolio (And Why It Might Be Going Away) episode artwork

EPISODE · Jun 5, 2026 · 47 MIN

How the Dot Plot Has Secretly Been Affecting Your Portfolio (And Why It Might Be Going Away)

from On The Markets · host 707 Media

The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last 14 years. Rumors indicate the new Fed Chair wants it gone by the June Fed meeting, and if it disappears, the financial roadmap Wall Street has relied on for over a decade goes with it. Let's find out how the dot plot may have been the phantom menace all along, On The Markets.  This week Sonoma Wealth Managing Principal Daren Blonski CFP® and Marketing Director Dano Weir examine: • How the “dot plot” has impacted mortgages, bonds and 401ks since 2012 and the impact of it’s potential disappearance. • The all-time high breakout in the S&P cooled today.  Why Daren sees a potential “double top” forming, but “not all hope is lost”. • A key bitcoin owner sold off this week.  Why bitcoin is sitting at critical support and where Daren sees it going.  0:00 What is The Dot Plot? 14:13 Ai selloff today 27:00 Nvidia triple top? 28:00 Oil in a descending wedge 29:00 Bitcoin selling off 34:50 Gold looking precarious 37:48 10 year treasury shot up and stayed elevated    Full YouTube video here 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.

The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last 14 years. Rumors indicate the new Fed Chair wants it gone by the June Fed meeting, and if it disappears, the financial roadmap Wall Street has relied on for over a decade goes with it. Let's find out how the dot plot may have been the phantom menace all along, On The Markets.  This week Sonoma Wealth Managing Principal Daren Blonski CFP® and Marketing Director Dano Weir examine: • How the “dot plot” has impacted mortgages, bonds and 401ks since 2012 and the impact of it’s potential disappearance. • The all-time high breakout in the S&P cooled today.  Why Daren sees a potential “double top” forming, but “not all hope is lost”. • A key bitcoin owner sold off this week.  Why bitcoin is sitting at critical support and where Daren sees it going.  0:00 What is The Dot Plot? 14:13 Ai selloff today 27:00 Nvidia triple top? 28:00 Oil in a descending wedge 29:00 Bitcoin selling off 34:50 Gold looking precarious 37:48 10 year treasury shot up and stayed elevated    Full YouTube video here 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.

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How the Dot Plot Has Secretly Been Affecting Your Portfolio (And Why It Might Be Going Away)

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This episode was published on June 5, 2026.

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The Fed may soon scrap a tool called the dot plot...and most people have never even heard of it. But it has quietly shaped every mortgage rate, bond yield, and retirement projection in the last 14 years. Rumors indicate the new Fed Chair wants it...

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