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.
APR 8, 2025
08/04/25 - US Markets Wrap: US inflation swaps - How hefty will the short term impact from Trump's tariffs be on consumer prices, as recessionary fears escalate?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether investors are overreacting to the latest tariffs, where he's sitting right now with recessionary fears reverberating through the markets, impact of the tariffs on prices, and what's on investors' playbooks right now amid the waves of uncertainty.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Getty Images
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11:34
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APR 4, 2025
04/04/25 - US Markets Wrap: Record Q4 Buybacks, Softer Trends to Begin 2025. Why are investors eyeing Global Repurchase Developments?
Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management shares his insights on the broad selloff we're seeing in the markets, growing talks on a potential recession, odds of more rate cuts, as well as the playbook for investors trying to find a harbour of sorts to get into a position to hedge their bets or investments. He also weighs in on record buybacks and whether the correction and slump in values are potential tailwinds for companies to continue that trend.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:51
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APR 3, 2025
03/04/25 - US Markets Wrap: Trump’s tsunami of tariffs
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the latest tariff headlines coming out of the US, impact on global growth, whether we are likely to see the China Plus One effect, as well as the current momentum behind gold at the moment.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Carlos Barria | Reuters
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08:34
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APR 2, 2025
02/04/25 - US Markets Wrap: Beyond gold, where are investors looking amid uncertainties and tariff headlines?
Alex Morris, CEO at F/m Investments shares his insights on the gold action right now, and its prospects for the rest of the year. He also weighs in on inflation, instruments that are worth looking at right now, durations that he is opting for when it comes to treasury inflation protected securities, and his playbook for equities and energy.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:37
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APR 1, 2025
01/04/25 - US Markets Wrap: Is a slowdown more likely than a recession?
Sevasti Balafas, CEO at GoalVest shares her insights on choppiness in the markets ahead of "Liberation Day" on 2nd Apr as promoted by President Donald Trump, rotation away from some expensive names, CoreWeave's US initial public offering, as well as sentiments around recessionary fears. She also weighs in on what investors' playbooks are looking like as we head into the rest of 2025, amid an uncertain rates path.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Dado Ruvic | Reuters
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09:31
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MAR 28, 2025
28/03/25 - US Markets Wrap: The Stock Market Slump Continues But It’s Gold’s Time to Shine. Should investors cut down their exposure in the markets amid uncertainty?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on what he's watching out for as Trump sways back and forth on tariffs, how bad it is when it comes to market pricing, and whether investors should be cutting down their exposure in the markets right now. He also weighs in on whether Tesla is on his shopping list and his current position on gold as an asset amid the uncertainty.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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10:00
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MAR 27, 2025
27/03/25 - US Markets Wrap: Does the Fed have a rate path in mind for a stagflationary outcome?
Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the potential effects of Trump's tariffs on consumers and how it might be absorbed into the markets, expectations on whether US will fall into a recession, and how the Fed might shift with tariff discussions swaying back and forth. He also weighed in on Fed Chair Jerome Powell's comments on the the inflationary impact of tariffs being "transitory" - a word that has haunted him.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Shutterstock / rarrarorro
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10:49
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MAR 26, 2025
26/03/25 - US Markets Wrap: Late day rally in tech stocks; weak consumer sentiments. Deal Or No Deal Amid Elevated Interest Rates & Progress On Interest Rates?
Nadine Terman, CEO & CIO of Solstein Capital shares her insights on the late day rally seen in some technology stocks, how weak consumer sentiments could impact retail, IT and marketing budgets, and how the current uncertainty will affect corporate deal-making. She also weighs in on bright spots and what the playbook on China looks like currently.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:05
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MAR 25, 2025
25/03/25 - US Markets Wrap: Has the bottoming process already started? Recovering commodities, bonds vs US stocks
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on the indicators that are giving hints to whether the market has started bottoming out, investors' risk appetite with the swing in headlines of late, and how much he would weigh the two expected rate cuts that the Fed could be looking to introduce in coming months.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:45
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MAR 20, 2025
20/03/25 - US Markets Wrap: Fed holds interest rates steady, still sees two cuts coming this year. So, is a May rate-cut on the cards?
Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on the latest Fed decision to hold rates steady, whether investors have started shaking off concerns over what might come, how companies are playing the balancing act, and whether there's a chance for investors to buy in on the dips. He also weighs in on what's on his shopping list and what he is staying away from.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters / Nathan Howard
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09:46
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