Deal Or No Deal: Does The Market Hinge On Tariffs?

Life in the market can feel like a game show sometimes 😂🙃 And so far here in the 2nd Quarter of 2025, there’s really only been one question- Deal Or No Deal? Is that it? Does the *entire* stock and *entire* bond market hinge on whether the US and China make a new trade deal? Sure can feel that way, but Daren and Chris’ answer might surprise you. Let’s go On The Market.

Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® alongside Marketing Director Dano Weir took to YouTube and podcast on our show On The Markets to discuss: • What would a boat of goods look like with tariffs applied?
• Guess which asset class is on a 4-month all time tear, after decades of futility, at a time when tariffs would seem to have sent them to nil? ....here’s a hint it’s not US stocks.
• Wanna know which country beat the S&P if you removed Nvidia? 🎌
• Pay off your house? Maybe. Wanna see what the last 30 years of real estate vs last 30 years of S&P look like?

11:30 What does a shipload with tariffs look like?
13:54 What will tariffs cost you?
15:18 Inflation from tariffs
21:01 Investor sentiment meter
24:32 International stocks on best 4 month run ever
25:56 International stocks finally at all time highs
27:56 S&P w/o Nvidia? Beaten by Japan
30:04 Feds keep rates the same
32:30 What do homebuyers need to earn?
35:20 S&P since march
44:05 Bond market and S&P have recovered
49:58 Bitcoin back at all time highs
51:34 Oil still winding down
56:06 10 year bond
58:15 Gold spiking once again
59:39 Yield curve

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