What Yen? Why Watching The Yen Right Now Is Smart.

Why should Japan's currency have anything to do with your US tech company investment portfolio?  What if...it had everything to do with the entire market?  One carelessly or carefully left note from Treasury Secretary Scott Bessent sent the Yen Carry Trade straight to the top of the headlines this week, and we're going to break it down, On The Markets.  This week Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP®  and Marketing Director Dano Weir examine: • What AI dropoff?  How unexpected earnings and a 59th end to the Iran war sent the market to new all time highs this week. • The surprising chart that shows home affordability may actually be coming down, if you’re employed. • Being employed is becoming more difficult as 2026 wears on.  What new jobs numbers means for the market.  0:00 What is the Yen Carry Trade? 26:56 Investor sentiment 31:00 Interest rates 34:00 Inflation 35:59 Wages outpacing home price inflation? 37:05 Work hours per man dropping? 39:23 AI boom outpaces the housing boom 41:00 Yield curve inversion matters 43:46 US economy lost jobs in July 45:00 Keep an eye on gold   Full video availbe here 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.