EPISODE · Sep 13, 2025 · 1H 3M
Why Isn't The Market Reacting?
from On The Markets · host 707 Media
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/ Video available on our YouTube _______________________________________ 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 todetermine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
What this episode covers
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/ Video available on our YouTube _______________________________________ 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 todetermine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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Why Isn't The Market Reacting?
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