US Markets Wrap
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As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
OCT 31, 2025
31/10/25 - US Markets Wrap: Tech Turns, Traders Rebalance
U.S. markets pulled back as investors digested a mixed bag of Big Tech earnings and a cautious tone from the Fed. While Alphabet impressed, Meta and Microsoft stumbled, sparking a rotation out of AI and into banks and healthcare. Portfolio Manager Daniel Tan from Grasshopper Asset Management unpacks the tech pull back, the Trump–Xi summit’s trade signals, and what it all means for markets heading into year-end.
Produced/Presented: Ryan Huang
Image by Mohamed Hassan from Pixabay
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07:23
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OCT 30, 2025
30/10/25 - US Markets Wrap: US Fed cuts rate and turns cautious
The Fed has begun cutting again, but without the comfort investors expected. Jerome Powell’s message was clear: the path to lower rates will be “data-dependent,” not automatic. Meanwhile, stocks remain at all-time highs, gold continues to glitter, and yields are refusing to budge.
Dan Koh speaks with Ben Emons, Chief Investment Officer at Fed Watch Advisors, about what the Fed’s shift in tone really means, how the end of quantitative tightening could reshape liquidity, and whether markets are due for a healthy pullback after months of record highs.
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10:41
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OCT 29, 2025
29/10/25 - US Markets Wrap: AI Boom, Human Cost? Markets Rally to Record Highs
Stocks surged to new records as the artificial intelligence frenzy showed no signs of cooling. Nvidia led the charge with a 5% jump and fresh announcements at its GTC conference, including a billion-dollar stake in Nokia to accelerate AI ambitions. Microsoft and Apple each crossed the $4 trillion mark, while investors braced for the Fed’s rate decision. But beneath the market euphoria, concerns are mounting over the wave of AI-driven layoffs reshaping the workforce. Josh Gilbert, Market Analyst at eToro discusses how Wall Street’s AI winners are fueling record valuations and what that means for jobs and the broader economy.
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10:45
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OCT 28, 2025
28/10/25 - US Markets Wrap: Wall Street hits new highs as as trade tensions cool
Easing U.S.-China tensions are fueling a record-setting rally across major indexes. With the S&P 500, Nasdaq, and Dow all hitting fresh highs, chipmakers and Big Tech led the charge in a week of a packed earnings to come. However, beneath the market euphoria, headlines of layoffs and trade uncertainty hint at deeper questions about growth. Christine Short, Vice President of Research, Wall Street Horizon unpacks the market mood, the potential trade deal framework, and what investors should watch as the Fed gears up for its next rate cut decision.
Produced/presented: Ryan Huang
Image: Geralt via Pixabay
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10:00
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OCT 24, 2025
24/10/25 - US Markets Wrap: Big Tech Leads the Charge as US-China Tensions Cool
A tech-fueled rally lifted Wall Street, with the S&P 500 closing in on record highs as easing trade tensions and strong earnings boosted investor confidence. Hopes for progress ahead of President Trump’s upcoming meeting with China’s Xi Jinping helped offset worries about oil prices and inflation. Ryan Detrick, Chief Market Strategist at Carson Group, break downs what’s driving the rebound, how investors are positioning ahead of key inflation data, and what the latest corporate layoffs signal about the broader economy.
Produced/Presented: Ryan Huang
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08:45
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OCT 23, 2025
23/10/25 - US Markets Wrap: Trade Tensions, Earnings Misses, and What Comes Next
U.S. equities stumbled as renewed trade tensions with China and disappointing earnings from major names like Netflix and Texas Instruments weighed on investor sentiment. Adding to the uncertainty, the White House is reportedly considering fresh export curbs on software made with U.S. technology. With GDP growth showing signs of resilience but inflation pressures and labor market slowdowns clouding the outlook, investors are asking: where to next.
George Schultze, Founder and Managing Member at Schultze Asset Management, unpacks the market reaction, assess the implications for sectors from housing to utilities, and share his investment outlook amid rising geopolitical and economic crosswinds.
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10:00
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OCT 22, 2025
22/10/25 - US Markets Wrap: Broadening Out - Can the Market’s Rally Gain Real Traction?
The Dow hit a record high on strong earnings from Coca-Cola, 3M, and General Motors, even as the S&P 500 and Nasdaq struggled to follow through. Is this a sign that the market’s rally is starting to broaden, or just another short-lived rebound? Frank Cappelleri, Founder and President of CappThesis, unpacks the latest technical signals — from improving market breadth to bullish setups in small-cap value stocks — and shares what investors should watch this earnings season to gauge whether the rally can truly sustain its momentum.
Produced/Presented: Ryan Huang
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08:56
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OCT 21, 2025
21/10/25 - US Markets Wrap: Markets Rebound as Shutdown Hopes Lift Sentiment
US stocks kicked off the week on a strong note, buoyed by optimism over a possible end to the government shutdown and anticipation ahead of key earnings and inflation data. Dilin Wu, Research Strategist, Pepperstone unpacks what’s driving market confidence, why Wall Street is rallying even as Asian markets lag, and how easing US–China trade tensions could shape the next phase for investors. Plus, with Tesla set to report and gold facing renewed volatility, we ask: is it still safe to “buy the dip,” and where are the smart opportunities in this earnings-heavy week?
Produced/Presented: Ryan Huang
Image: Gerd Altmann from Pixabay
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08:21
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OCT 17, 2025
17/10/25 - US Markets Wrap: Wall Street Wobbles as Gold Glitters
US stocks fell overnight, snapping earlier gains as fresh concerns over bad loans at regional banks reignited fears about the health of the financial system. Add to that renewed US-China trade tensions and investors are retreating to safe havens. Kyle Rodda, Senior Financial Market Analyst at capital.com unpacks what’s behind the market jitters, why financial stocks are under pressure, and what this flight to safety could signal for the broader economy and investors heading into year-end.
Image: Steve Bidmead from Pixabay
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10:09
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OCT 15, 2025
15/10/25 - US Markets Wrap: Wall Street, US-China trade, and the rise of AI in retail
Steve Sosnick, Chief Strategist, Interactive Brokers reviews a day of mixed signals in the markets as the S&P 500 fluctuated amid renewed U.S.-China trade tensions, including recent disputes over soybean and cooking oil exports. We break down how President Trump’s comments affected investor sentiment and take a closer look at the banking sector's better-than-expected earnings reports. Plus, we explore Walmart’s new partnership with OpenAI to integrate AI chatbots into the shopping experience, reflecting shifts in consumer behavior.
Produced/Presented: Ryan Huang
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08:17
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