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.
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
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09:00
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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
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08:23
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AUG 27, 2025
27/08/25 - US Markets Wrap: Markets shake off Trump's latest attack on central bank
Christine Short, Vice President of Research, Wall Street Horizon discusses how markets are reacting to Trump's stepping up of pressure on the Central Bank with his decision to fire Fed Governor Lisa Cook over allegations of mortgage loan fraud. She also examines how retailers are coping with tariffs and where consumer spending sentiment is heading.
Produced/Presented: Ryan Huang
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09:29
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AUG 26, 2025
26/08/25 - US Markets Wrap: Trump says US may take stakes in other firms like Intel deal
Michele Schneider, Chief Strategist, MarketGauge Group discusses the takeaways for wider markets with the Trump administration taking a 10 percent stake in chipmaker Intel. This comes as White House economic advisor Kevin Hassett says this is part of a broader strategy to create a sovereign wealth fund that could include more companies. She also takes a closer look at Nvidia ahead of its earnings, and why she still like Novo Nordisk despite recent negative headlines.
Produced/Presented: Ryan Huang
Image by 3D Animation Production Company from Pixabay
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09:54
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AUG 22, 2025
22/08/25 - US Markets Wrap: Rate cut forecasts down; further Fed clues in focus at Jackson Hole
Ryan Detrick, Chief Market Strategist, Carson Group, discusses why investors may not need to be too concerned about a fifth straight day of losses for the S&P 500 and tech stocks; how markets reacted to Walmart earnings; Fed Chair Powell's upcoming speech at Jackson Hole; and latest details about the US-EU trade agreement.
Produced & Presented by Emaad Akhtar
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10:48
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AUG 21, 2025
21/08/25 - US Markets Wrap: Palantir's plunging stock - is the AI theme losing steam?
Ben Emons, Chief Investment Officer, FedWatch Advisors, analyses another gloomy session for tech stocks; Palantir's sliding fortunes and concerns about over-valuation, the highlights from Q2 earnings for Target and Lowe's; and the takeaways from the Fed's July meeting minutes.
Produced & Presented by Emaad Akhtar
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11:25
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AUG 20, 2025
20/08/25 - US Markets Wrap: Intel's future - is a $2bn Softbank bet and US backing enough?
Nadine Terman, CIO & CEO, Solstein Capital, discusses the latest market sell-off after Big Tech stocks disappoint; Softbank's $2 billion lifeline for Intel and the US government weighing up a potential 10% stake in the chipmaker; what this week's retail earnings could reveal about consumer spending as well as the housing market; and what we can expect at the Jackson Hole Symposium.
Produced & Presented by Emaad Akhtar
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09:44
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AUG 19, 2025
19/08/25 - US Markets Wrap: Markets reacting more to good news than bad news
Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at.
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07:11
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AUG 15, 2025
15/08/25 - US Markets Wrap: Buying on dips amid the noise & data around inflation
Jason Britton, Founder and CIO, Reflection Asset Management discusses the whipsaw session where markets initially sold off based on a disappointing Producer Price Index report, but rebounded as investors showed willingness to buy the dip, with the S&P turning positive at the end of the session to squeeze out a new record high for a third day in a row.
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08:47
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AUG 14, 2025
14/08/25 - US Markets Wrap: Why calls for a jumbo rate cut may be unrealistic
Josh Gilbert, Market Analyst, eToro discusses how much justification there is for US Treasury Scott Bessent to call for a 50 bps rate cut in September, with a view that short-term interest rates should be between 1.5 percentage points and 1.75 percentage points lower than their current level. He weighs whether the Federal Reserve will bow to the rising pressure from the Trump administration.
Produced/Presented: Ryan Huang
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12:23
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