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.
MAY 20, 2025
20/05/25 - US Markets Wrap: Investors shake off US debt grade
George Schultze, Founder and Managing Member at Schultze Asset Management discusses how despite recent easing of U.S.-China trade tensions, significant uncertainties persist. He shares why more investors are looking beyond the US to other markets for better opportunities.
Produced/Presented: Ryan
Image: Pixabay
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09:30
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MAY 16, 2025
16/05/25 - US Markets Wraps: Pockets still struggling amid market reprieve
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group discusses how there are still pockets of the market that are still struggling in the space of transport, small caps, and homebuilders - despite recent headlines of easing trade tensions providing relief to markets.
Produced/Presented: Ryan Huang
Image: Pixabay
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09:51
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MAY 15, 2025
15/05/25 - US Markets Wrap: Investing amid "socially acceptable volatility"
Steve Sosnick, Chief Strategist, Interactive Brokers discusses how investors should manage what he describes as Socially Acceptable Volatility in the markets. He also explains why they should pay closer attention at instruments like options as a way to both protect themselves and find opportunities in the current environment.
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09:34
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MAY 14, 2025
14/05/25 - US Markets Wrap: Consumer, Tech lead gains in latest rally
Frank Cappelleri, Founder and President, CappThesis shares why he is keeping a close eye on stocks such as Coinbase, Mondelez International, AT&T, The Williams Companies and Krogers.
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08:57
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MAY 13, 2025
13/05/25 - US Markets Wrap: US-China tariff cuts drive global stock market rally
Ryan Detrick, Chief Market Strategist, Carson Group discusses the impact of larger-than-expected US-China tariff cuts on markets and future interest rate decisions by the Fed. He also highlighted companies / sectors that spearheaded a positive earnings season.
Produced/Presented: Emaad Akhtar
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11:29
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MAY 9, 2025
09/05/25 - US Markets Wrap: US-UK trade deal impact
Laila Pence, President & Co-Founder, Pence Wealth Management discusses how the new US-UK trade deal will impact markets and the economy. She also shares why she likes sectors such as defence, big tech and AI and weight loss drugs.
Produced/Presented: Ryan Huang
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10:36
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MAY 7, 2025
07/05/25 - US Markets Wrap: Lack of trade deals, Fed angst, drive investors to safety
José Torres, Senior Economist at Interactive Brokers, discusses how investors are embracing defensive positions as stocks are continue to lose ground this week as several firms signal profitability concerns in light of tariff pressures.
Produced/Presented: Ryan Huang
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10:19
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MAY 6, 2025
06/05/25 - US Markets Wrap: Why markets are now in the eye of the hurricane
Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses how to position amid the tariff environment, as well as why investors should ignore data points like GDP releases. He shares some of his winners in the current earnings season including Microsoft and Meta, plus other stock picks.
Produced/Presented: Ryan Huang
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11:48
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MAY 2, 2025
02/05/25 - US Markets Wrap: Tech earnings lift market sentiment
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors breaks down the takeaways from the latest earnings from Apple, Amazon, Airbnb, and Reddit. Key issues include the projected impact of tariffs on their outlook, as well as how ad spending is holding up amid concerns over consumer spending sentiment.
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10:06
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APR 30, 2025
30/04/25 - US Markets Wrap: Market tailwinds from "done" trade deals
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses whether markets are now at an inflection point with signs of the Trump administration dialing back on tariffs and gravitating towards deal-making. He shares why he sees further upside for the S&P 500 by the end of the year.
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09:52
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