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.
DEC 30, 2025
30/12/25 - US Markets Wrap: Selective stock & sector picks may reward you in 2026
Dilin Wu, Research Strategist, Pepperstone shares her market outlook for 2026, including expectations for the AI and tech sectors (other investable opportunities in these spaces apart from stocks); risks that could alter the Fed's policy path; the upside potential for gold and silver; and whether oil prices will remain under pressure.
Produced/Presented: Emaad Akhtar
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10:45
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DEC 25, 2025
25/12/25 - US Markets Wrap: AI names & Q3 GDP outperform; high hopes for 'Santa Claus rally'
Fabien Yip, Market Analyst, IG, discusses the AI rally, Q3 GDP outperforming expectations; the current Fed policy trajectory for 2026; a sliding greenback; and a stellar run for precious metals gold and silver.
Produced/Presented: Emaad Akhtar
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11:32
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DEC 23, 2025
23/12/25 - US Markets Wrap: Tech Leads, Valuations Stretch, What’s Next for Markets
U.S. markets climb into a shortened holiday week, led by gains in artificial intelligence stocks like Nvidia, Micron, and Oracle. David Abella, Director of Investments at GoalVest, explains why strong earnings have kept markets resilient in 2025 despite rich valuations, where tech and dividends fit in a portfolio, and what investors should expect as volatility picks up heading into 2026.
Produced/Presented: Ryan Huang
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08:46
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DEC 19, 2025
19/12/25 - US Markets Wrap: The Global Rate Dance - Inflation, Tech, and Central Bank Moves
From Micron’s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving policy signals from the ECB, BOE, and BOJ.
Produced/Presented: Ryan Huang
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10:11
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DEC 18, 2025
18/12/25 - US Markets Wrap: AI Shakeout - Oracle Sparks Tech Sell-Off
Stocks fell sharply on Wednesday as investors rotated out of high-flying AI names, triggered by a report that Oracle’s primary investor pulled out of its $10 billion Michigan data center project. Frank Cappelleri, Founder and President, CappThesis weighs in on the tech sell-off, where investors are rotating to, and if there is enough momentum for a Santa rally.
Produced/Presented: Ryan Huang
Image by Frank Rietsch from Pixabay
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07:51
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DEC 16, 2025
16/12/25 - US Markets Wrap: Markets rethink the AI Trade, time to rotate?
Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotate out to other sectors.
Produced/Presented: Ryan Huang
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10:51
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DEC 12, 2025
12/12/25 - US Markets Wrap: AI Fallout and Rate Cuts - Reading the Mixed Market Signals
The U.S. equity markets reached new milestones on Thursday as the Dow surged to a fresh closing high, while the Nasdaq pulled back amid tech-sector jitters. Following the Federal Reserve’s 25-basis-point rate cut, investors rotated out of high-flying AI stocks like Oracle, which tumbled nearly 11% after raising its AI spending forecast, and into cyclical names poised to benefit from economic growth. Jason Britton, Founder & CIO of Reflection Asset Management, breaks down the mixed market signals, explores investor caution around AI capital expenditures, and shares insights on how dip buyers are supporting the S&P 500.
Produced/Presented: Ryan Huang
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10:12
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DEC 11, 2025
11/12/25 - US Markets Wrap: Markets Rally as the Fed Eases - What’s Next for 2026?
The Dow surged more than 490 points after the Federal Reserve delivered its third consecutive rate cut, bringing the federal funds rate to 3.5%-3.75%. The S&P 500 flirted with record highs, and the Nasdaq climbed as traders digested the Fed’s message. What signals are investors reading from Jerome Powell’s remarks, and what does this mean for equity markets heading into 2026? Ben Emons, Chief Investment Officer at FedWatch Advisors, breaks down the market reaction, Fed policy implications, and strategies for the year ahead.
Produced/Presented: Ryan Huang
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09:02
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DEC 10, 2025
10/12/25 - US Markets Wrap: The Calm Before the Cut - Markets Hold Steady as the Fed Takes Center Stage
Wall Street held steady ahead of the Fed’s final rate decision of the year, with the S&P 500 flat, the Nasdaq inching higher, and the Dow dragged lower by bank-sector weakness. Beneath the calm surface, big forces are shaping 2025 investor strategy, from AI’s massive but delayed physical buildout to the inflationary impact of data center demand and the demographic pressures pushing advanced economies toward automation. Alex Morris, CEO of F/m Investments explains how investors should position across cash, equities, and fixed income as the Fed navigates diverging inflation and labor signals.
Produced/Presented: Ryan Huang
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08:58
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DEC 9, 2025
09/12/25 - US Markets Wrap: Fed Watch and AI Investing ahead of 2026
U.S. stocks pulled back on Monday as investors await the Federal Reserve’s final meeting of the year, with the S&P 500, Nasdaq, and Dow all closing lower. Despite rising optimism for an upcoming rate cut, Treasury yields continued to climb, keeping markets on edge. Todd Rabold, Investment Management Partner, Callan Family Office shares his outlook on economic growth, and the sectors poised to benefit in 2026. Plus, we touch on ongoing tariff debates, tech exports, and which areas of the market could outperform as the new year unfolds.
Produced/Presented: Ryan Huang
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09:28
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