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.
MAR 19, 2025
19/03/25 - US Markets Wrap: High stock valuations; global fiscal and monetary policies diverging; healthcare; REITS and Real Estate; Conoco Phillips, Super Micro; Archer Daniels Midland
David Dietze, President of the Dietze Wealth Management Group shares his insights on whether investors should expect more bargains, or is the risk of declining profit outlooks a major concern; drop in Tesla, Palantir and Nvidia; as well as the likelihood of divergence of global fiscal and monetary policies coming on the back of European countries are ramping up defense expenditures.
He also weighs in on why the healthcare, REITS and Real Estate sectors are standing out at the moment; and his stock picks for this season: Conoco Phillips (COP), Super Micro (SMCI), Archer Daniels Midland (ADM).
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:37
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MAR 18, 2025
18/03/25 - US Markets Wrap: "Fed Put"; Intel; Tesla; Affirm; Egg Prices
On this episode of US Markets Wrap, we dive into key overnight movements in the markets, stocks making the biggest midday moves, an outlook on this week's Fed meeting, as well as how grocery prices are giving hints on current consumer sentiments.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Bloomberg; Reuters/Dado Ruvic/Dado Ruvic
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04:48
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MAR 14, 2025
14/03/25 - US Markets Wrap: New day, New tariffs
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on a new slew of tariffs from Trump, including a 200% Tariff on all wines, champagnes and alcoholic products coming out of France and other EU represented countries, how investors should be positioned right now, as well as possible paths the Fed will take when they meet next week.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Getty Images / Andrew Harnik
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09:09
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MAR 13, 2025
13/03/25 - US Markets Wrap: Is the recession risk creeping into the markets' radar?
Jason Britton, Founder and CIO, Reflection Asset Management shares his insights on investors' worries over the recession risk, latest CPI data, how investors are allocating their portfolios across sectors, as well as his takeaways from the recent earnings season.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP
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08:02
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MAR 12, 2025
12/03/25 - US Markets Wrap: How much tolerance do investors have with Trump’s series of disorderly trade policy moves?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on how investors are reacting to Trump's back-and-forth trade policy moves, fears over a potential recession and expectations on February's consumer price index. He also weighs in on the AI buzz and whether we are set to see gold prices soar to $3,000 an ounce this March.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Danielle DeVries | CNBC
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07:42
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MAR 7, 2025
07/03/25 - US Markets Wrap: Are the Bulls Bouncing Back on AI enthusiasm?
Frank Cappelleri, Founder and President of financial research firm, CappThesis, shares his insights on Wall Street's steep pullback after the latest concessions from the White House on President Donald Trump’s controversial tariff policies failed to calm rattled investors.
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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08:20
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MAR 6, 2025
06/03/25 - US Markets Wrap: What are the Fed swing factors? Plus, a deep dive into IBM & Adobe
Michele Schneider, Chief Strategist at the MarketGauge Group shares her insights on how the major averages are moving, the latest on consumer index signalling some sluggishness, price movements that investors should be looking out for coming on the back of tariffs and where the pain points might be. She also weighs in on why IBM and Adobe are on her current stock shopping list.
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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11:36
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MAR 5, 2025
05/03/25 - US Markets Wrap: Sea of Red as Superpower Trade War Escalates. US manufacturing slightly rebounds, but could tariffs derail the tentative recovery?
Sonu Varghese, Vice President & Global Macro Strategist at the Carson Group shares his insights on the headwind of tariffs and uncertainty related to even more tariffs down the line, potential safe haven sectors, whether tariffs might derail the tentative rebound in US manufacturing and what the market's next concern might be.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: NYSE
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09:14
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MAR 4, 2025
04/03/25 - US Markets Wrap: No room for delay - Trump confirms tariffs on Mexico, Canada & China imports to start. Where does it leave investors? Plus, a deep dive into Nvidia, Hershey, Walmart & Tesla
US stocks slid today as investors braced for US President Donald Trump’s proposed tariffs on Canada, Mexico and China to go into effect by the midnight deadline.
Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on whether we could see a last minute deal on that front, how long they might be in place, whether investors should be expecting retaliatory tariffs, and what he's taking away with regards to consumers' sentiments surrounding trade.
He also shares his insights on interesting stocks to watch out for, including Tesla, Nvidia, Hershey and Walmart.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters/Leah Millis/Dado Ruvic; Hershey, Investing.com
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11:34
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FEB 27, 2025
27/02/25 - US Markets Wrap: Is Nvidia your next smart investment?
Todd Rabold, Investment Management Partner at the Callan Family Office shares his insights on latest market drivers on the back of Trump's tariffs, Nvidia's earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters
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09:08
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