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
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