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.
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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OCT 14, 2025
14/10/25 - US Markets Wrap: Earnings, Treasuries, and Tech
Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors breaks down the market’s next technical turns. From his bullish stance on Financials ahead of earnings to his call for Treasuries to keep climbing, Newton shares where he sees strength and why he’s staying bearish on crude oil. Plus, we’ll dive into why he still thinks semiconductor stocks have more room to run.
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09:17
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OCT 10, 2025
10/10/25 - US Markets Wrap: Navigating Wall Street highs and Asia’s hidden value
With U.S. equities near record highs despite a government shutdown and mixed economic signals, are investors being too complacent — or too cautious? Sam Konrad, Investment Manager for Asian Equity Income at Jupiter Asset Management, shares his outlook on U.S. markets, why he’s keeping faith in AI-driven growth, and why Singapore and Taiwan may be among the most overlooked stories in Asia right now.
Produced/Presented: Ryan Huang
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09:13
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OCT 9, 2025
09/10/25 - US Markets Wrap: Gold, Fed Divide, and a Dollar on the move
Wall Street shrugged off shutdown worries as the S&P 500 and Nasdaq notched fresh record highs — powered by tech and Nvidia’s unrelenting AI momentum. But under the surface, questions linger about how sustainable the AI trade really is. Fabien Yip, Market Analyst at IG, discusses what the Fed’s divided minutes reveal about the rate-cut path ahead, how a weakening yen and stronger U.S. dollar are shaping global capital flows, and why investors are watching China’s growth divergence and Japan’s carry trade risks closely.
Produced/Presented: Ryan Huang
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08:40
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OCT 8, 2025
08/10/25 - US Markets Wrap: Buying pullbacks in equity market a smart play for investors
Chris Weston, Head Of Research, Pepperstone, weighs in on US President Trump's "hardball tactics" vis-a-vis his threats to furlough federal workers should the government shutdown continue; why the "buy everything" trade is still a hit among market participants; crypto's latest trajectory;
Produced & Presented by: Emaad Akhtar
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11:06
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