The market just hit a record high on bad economic news — and that's not a typo. Three Fed officials 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
Audio only on
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.