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 8, 2025
08/10/25 - US Markets Wrap: Gold breaks $4,000-an-ounce barrier - could there be more upside?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses sector rotation towards utilities and healthcare; continuing implications of the US government shutdown; expectations for Q3 earnings; gold's first foray into the $4,000 / ounce territory; and why investors should double down on long-term plays.
Produced & Presented by: Emaad Akhtar
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10:45
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OCT 7, 2025
07/10/25 - US Markets Wrap: Why investors are ignoring the shutdown and buying everything
Wall Street’s on a high even as Washington shuts down. The Russell 2000, Nasdaq 100, and gold all hit record levels to start the week, powered by fresh AI momentum and a wave of dealmaking. OpenAI’s multibillion-dollar partnership with AMD has reignited investor enthusiasm, while Fifth Third Bancorp’s takeover of Comerica signals new life in M&A.
Dan Koh speaks with José Torres, Senior Economist at Interactive Brokers to unpack what’s really driving the risk-on mood, the data gaps left by the government blackout, and how investors should read Japan’s sudden leadership change under Sanae Takaichi.
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10:57
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OCT 2, 2025
02/10/25 - US Markets Wrap: Markets rally despite shutdown and weak jobs data
U.S. stocks ended higher after a volatile session, with the Nasdaq climbing 0.4% and the S&P 500 rebounding from earlier losses on strength in health-care names. The gains come even as the U.S. government shut down following failed Senate negotiations, and fresh ADP data showed the steepest private payroll decline in over two years. Michele Schneider, Chief Strategist, MarketGauge Group breaks down why investors seem unfazed by Washington gridlock, the risks of a weakening labor market, and whether momentum can continue in the face of stretched valuations and mounting economic uncertainty.
Produced/Presented: Ryan Huang
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10:52
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OCT 1, 2025
01/10/25 - US Markets Wrap: Markets climb as shutdown looms, investors turn to safe havens
Stocks closed higher Tuesday despite growing concerns over a looming U.S. government shutdown that could freeze key economic data and rattle investor confidence. The Dow hit a new record, while the S&P 500 and Nasdaq also posted gains. But under the surface, anxiety is rising. Investors are moving into safe-haven assets like gold and Treasuries, bracing for potential fallout if the shutdown drags on. José Torres, senior economist, Interactive Brokers breaks down the market’s reaction, the latest job openings and consumer confidence reports.
Produced/Presented: Ryan Huang
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08:31
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SEP 30, 2025
30/09/25 - US Markets Wrap: Can the US rally keep rolling into Q4, and what a shutdown means for the economy
After five straight months of gains, the S&P 500 is heading into a historically volatile October with strong momentum on its side. Growth looks solid, consumption remains resilient, and AI is giving GDP a powerful boost. Conversely, inflation, Fed policy, and the looming U.S. government shutdown still cloud the outlook.
Dan Koh speaks with Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, to unpack the forces driving markets, the risks ahead, and what investors should be watching as we enter the final quarter of the year.
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11:29
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SEP 26, 2025
26/09/25 - US Markets Wrap: Inflation, Global Equities, and China’s Tech Rebound
Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end.
Produced/Presented: Ryan Huang
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08:06
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SEP 25, 2025
25/09/25 - US Markets Wrap: Tech Turbulence, Gold Surges, and Fed Watch
U.S. stocks stumbled for a second day as AI leaders like Nvidia, Oracle, and Micron lose momentum amid concerns over sky-high valuations. Dilin Wu, Research Strategist, Pepperstone
discusses the risks and opportunities in tech, the bullish gold rally, and the dollar’s surprising strength. We explore what it all means for markets, Fed policy, and investors seeking opportunities across U.S. and Asian equities.
Produced/Presented: Ryan Huang
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08:57
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SEP 24, 2025
24/09/25 - US Markets Wrap: Fed Cuts, Strong Earnings, and the AI Supercycle
While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.
Produced/Presented: Ryan Huang
Image: Gerd Altmann from Pixabay
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09:12
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SEP 23, 2025
23/09/25 - US Markets Wrap: AI Leaders, Defence Supercycle, and Essential Niches
Joseph Shaposhnik, Founder & Portfolio Manager of Rainwater Equity breaks down the latest market themes shaping investor sentiment. We explore why some AI leaders may be better long-term bets than consensus expects, and where opportunities lie amid market volatility — including a potential defence sector supercycle driven by surging demand in key regions. Plus, we dive into strategies for identifying companies that dominate essential niches, creating lasting value through strong pricing power and resilience against disruption.
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10:52
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SEP 19, 2025
19/09/25 - US Markets Wrap: Markets at Record Highs - Fed Cuts, AI Alliances & the Smart Glasses Race
US stocks climb to fresh all-time highs after the Federal Reserve kicks off its rate-cut cycle, with small-cap stocks leading the charge. Christine Short, VP of Research at Wall Street Horizon shares what this means for investors. She also discusses the surprising $5 billion dollar partnership between Nvidia to shape the future of AI infrastructure; as well as Meta unveiling its newest Ray-Ban smart glasses, intensifying the race to dominate the wearable tech space.
Produced/Presented: Ryan Huang
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08:40
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