Why Tariffs Are Just The Match

And just like that...it’s like April never even happened in the market.  And yet, have there been lurking signs for months (years?) that an economic slowdown has been slowly piling kindling, just to finally be lit by tariffs?  Let’s go On The Market. 
Prepare your ears to hear this, but the S & P 500 has recovered nearly all of it’s dip from early April.  So back to all time highs?  Maybe.  But Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® think the underpinning for an economic slowdown has been in the cards for a long time.  This week On The Markets: 

• Why 1 magazine cover has Chris thinking Gold is so over. 

• Why the price of oil alone is telling Daren that a recession is imminent or upon us (spoiler: he’s been saying this for months). 

• Just how much China is in everything we buy?  Which sectors could be hit hardest should tariffs actually stand? 

• How much the betting markets think DOGE is actually actually going to cut from the budget. 

• Why Daren thinks the S&P’s turnaround has nothing to do with tariffs and everything to do with 1 chart from the St. Louis Federal Reserve 

4:00 Meme Time 
5:40 Gold is done because of 1 magazine 
7:27 Balanced portfolios in Bear Markets 
10:45 Consumer Sentiment 
15:27 S&P Revenue From China 
18:54 What long-lasting goods say about economic expectations 
22:15 How much China is in every item? 
23:40 China’s trading partners 
24:52 2 year treasuries vs. Interest rates 
26:15 Junk bonds index 
27:12 Mortgage spreads 
29:09 Unemployment rate 
29:51 How much will DOGE actually cut? 
30:54 Housing inventory changes 
32:10 New home starts 
35:56 New houses for sale 
36:20 Liquidity is back 
37:30 A look at the S&P by weight 
37:55 S&P candlesticks 
45:15 Yield Curve 
46:43 10 year bond prices 
48:33 Is gold done? 

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