US Markets Wrap
About
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.
SEP 16, 2025
16/09/25 - US Markets Wrap: Earnings, AI, and the Fed - What’s driving markets now?
Stocks are climbing on positive signals in U.S.-China trade talks and investor anticipation of a key Fed decision. Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management, to unpacks a busy week on Wall Street and beyond. He discusses whether a shift from quarterly to semiannual earnings reports would really help companies think long-term — or just limit market transparency. We look at the unstoppable rise of AI, highlighting how Nvidia, Broadcom, and other chipmakers are powering a growing tech ecosystem that extends well beyond hyperscalers.
Produced/Presented: Ryan Huang
|
|
|
|
07:48
|
SEP 12, 2025
12/09/25 - US Markets Wrap: Fed still on track for 25bps cut as core CPI meets forecasts
David Abella, Director of Investments, GoalVest, discusses the stock market's third successive day of record highs; the latest consumer inflation data print and the likelihood of a Fed rate cut to the tune of 25bps; expectations for Q3 earnings; and why tech with diversification, dividend stocks and gold might be a good play for investors.
Produced/Presented: Emaad Akhtar
Photo credit: Reuters
|
|
|
|
|
09:51
|
SEP 11, 2025
11/09/25 - US Markets Wrap: Unexpected drop in wholesale prices boosts investor sentiment
José Torres, Senior Economist, Interactive Brokers discusses another bullish session for Wall Street; Oracle's historic gain; the unexpected fall in wholesale prices and whether the CPI print may meet a similar fate; and the potential odds of a jumbo Fed rate cut at next week's FOMC meeting.
Produced/Presented: Emaad Akhtar
Photo credit: AFP
|
|
|
|
|
12:34
|
SEP 10, 2025
10/09/25 - US Markets Wrap: Markets scale record highs despite steep downward job growth revisions
Todd Rabold, Investment Management Partner, Callan Family Office, discusses another day of record high closes for the benchmark indexes; whether the sizeable downward job growth revisions should be concerning; the continuing positive trajectory of AI spend; and why US, international and small cap stocks are good bets for investors in the current market environment.
Produced/Presented: Emaad Akhtar
|
|
|
|
|
09:06
|
SEP 9, 2025
09/09/25 - US Markets Wrap: AI ecosystem building out beyond Mag 7 and S&P 500
Alex Morris, CEO & CIO, F/m Investments, discusses the unusually strong September start for markets in a historically weak month; the sustainability of the AI revolution beyond the Mag 7 and S&P 500; expectations for PPI and CPI prints; and the current investor playbook for cash, equities and fixed income.
Produced/Presented: Emaad Akhtar
Photo Credi: ST Illustration: Chng Choon Hiong, Adobe Stock
|
|
|
|
|
08:56
|
SEP 5, 2025
05/09/25 - US Markets Wrap: Emerging markets, precious metals savvy bets for investors
Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors deconstructs the S&P 500's 21st record close for the year and why there's been a bifurcation in the performance of tech stocks in the past month; freshly released lower-than-expected ADP private payroll numbers and expectations for August nonfarm payrolls; and why investors should bet on emerging markets and precious metals.
Produced/Presented: Emaad Akhtar
|
|
|
|
|
09:02
|
SEP 4, 2025
04/09/25 - US Markets Wrap: Tech Titans Lift Wall Street: Alphabet ruling, Fed watch, and AI’s next wave
The S&P 500 and Nasdaq closed higher on Wednesday, powered by tech heavyweights Alphabet and Apple after a favorable antitrust ruling eased regulatory fears. Joseph Sroka, CIO and Founder of NovaPoint Capital, unpacks why markets rallied despite September’s reputation as a tough month for equities, the implications of rising Treasury yields and tariff uncertainty, and how the Federal Reserve’s next move hinges on Friday’s jobs report. He also shares why AI-driven investment is rippling far beyond Silicon Valley, shaping opportunities across sectors from utilities to industrials.
Produced/Presented: Ryan Huang
Image by Gerd Altmann from Pixabay
|
|
|
|
|
08:19
|
SEP 3, 2025
03/09/25 - US Markets Wrap: Wall Street wobbles as trade ruling and tech moves take centre stage
U.S. stocks kicked off September on the back foot, with all three major indexes closing lower as investors weighed rising bond yields and the latest twists in trade policy. Big Tech names like Nvidia, Amazon, and Apple saw declines during regular trading, but Apple and Alphabet rebounded sharply after hours on key legal rulings. Fabien Yip, Market Analyst, IG breaks down what the appeals court’s decision on Trump’s tariffs means for markets, why profit-taking is hitting bull market winners, and how shifting legal winds could reshape the tech landscape.
Produced/Presented: Ryan Huang
|
|
|
|
|
09:12
|
AUG 29, 2025
29/08/25 - US Markets Wrap: AI, Rate Cuts, and Record Highs - Mapping the Market’s Next Move
U.S. stocks have surged to fresh records, with the S&P 500 breaking above 6,500 for the first time, powered by resilience in tech and optimism around Fed policy. Nvidia’s blockbuster growth highlights the relentless demand for AI chips, while upward GDP revisions underscore the scale of corporate investment in software and equipment. At the same time, small caps are outperforming as markets price in a faster pace of Fed rate cuts. Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, unpacks the signals behind the rally.
Produced/Presented: Ryan Huang
|
|
|
|
|
09:00
|
AUG 28, 2025
28/08/25 - US Markets Wrap: Nvidia earnings beat, but stocks fall
Kyle Rodda, Senior Financial Market Analyst at capital.com discusses Nvidia's tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence (AI) spending is slowing.
Produced/Presented: Ryan Huang
|
|
|
|
|
08:23
|
