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.
OCT 14, 2025
14/10/25 - US Markets Wrap: Earnings, Treasuries, and Tech
Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors breaks down the market’s next technical turns. From his bullish stance on Financials ahead of earnings to his call for Treasuries to keep climbing, Newton shares where he sees strength and why he’s staying bearish on crude oil. Plus, we’ll dive into why he still thinks semiconductor stocks have more room to run.
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09:17
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OCT 10, 2025
10/10/25 - US Markets Wrap: Navigating Wall Street highs and Asia’s hidden value
With U.S. equities near record highs despite a government shutdown and mixed economic signals, are investors being too complacent — or too cautious? Sam Konrad, Investment Manager for Asian Equity Income at Jupiter Asset Management, shares his outlook on U.S. markets, why he’s keeping faith in AI-driven growth, and why Singapore and Taiwan may be among the most overlooked stories in Asia right now.
Produced/Presented: Ryan Huang
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09:13
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OCT 9, 2025
09/10/25 - US Markets Wrap: Gold, Fed Divide, and a Dollar on the move
Wall Street shrugged off shutdown worries as the S&P 500 and Nasdaq notched fresh record highs — powered by tech and Nvidia’s unrelenting AI momentum. But under the surface, questions linger about how sustainable the AI trade really is. Fabien Yip, Market Analyst at IG, discusses what the Fed’s divided minutes reveal about the rate-cut path ahead, how a weakening yen and stronger U.S. dollar are shaping global capital flows, and why investors are watching China’s growth divergence and Japan’s carry trade risks closely.
Produced/Presented: Ryan Huang
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08:40
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OCT 8, 2025
08/10/25 - US Markets Wrap: Buying pullbacks in equity market a smart play for investors
Chris Weston, Head Of Research, Pepperstone, weighs in on US President Trump's "hardball tactics" vis-a-vis his threats to furlough federal workers should the government shutdown continue; why the "buy everything" trade is still a hit among market participants; crypto's latest trajectory;
Produced & Presented by: Emaad Akhtar
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11:06
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OCT 8, 2025
08/10/25 - US Markets Wrap: Gold breaks $4,000-an-ounce barrier - could there be more upside?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses sector rotation towards utilities and healthcare; continuing implications of the US government shutdown; expectations for Q3 earnings; gold's first foray into the $4,000 / ounce territory; and why investors should double down on long-term plays.
Produced & Presented by: Emaad Akhtar
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10:45
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OCT 7, 2025
07/10/25 - US Markets Wrap: Why investors are ignoring the shutdown and buying everything
Wall Street’s on a high even as Washington shuts down. The Russell 2000, Nasdaq 100, and gold all hit record levels to start the week, powered by fresh AI momentum and a wave of dealmaking. OpenAI’s multibillion-dollar partnership with AMD has reignited investor enthusiasm, while Fifth Third Bancorp’s takeover of Comerica signals new life in M&A.
Dan Koh speaks with José Torres, Senior Economist at Interactive Brokers to unpack what’s really driving the risk-on mood, the data gaps left by the government blackout, and how investors should read Japan’s sudden leadership change under Sanae Takaichi.
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10:57
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OCT 2, 2025
02/10/25 - US Markets Wrap: Markets rally despite shutdown and weak jobs data
U.S. stocks ended higher after a volatile session, with the Nasdaq climbing 0.4% and the S&P 500 rebounding from earlier losses on strength in health-care names. The gains come even as the U.S. government shut down following failed Senate negotiations, and fresh ADP data showed the steepest private payroll decline in over two years. Michele Schneider, Chief Strategist, MarketGauge Group breaks down why investors seem unfazed by Washington gridlock, the risks of a weakening labor market, and whether momentum can continue in the face of stretched valuations and mounting economic uncertainty.
Produced/Presented: Ryan Huang
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10:52
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OCT 1, 2025
01/10/25 - US Markets Wrap: Markets climb as shutdown looms, investors turn to safe havens
Stocks closed higher Tuesday despite growing concerns over a looming U.S. government shutdown that could freeze key economic data and rattle investor confidence. The Dow hit a new record, while the S&P 500 and Nasdaq also posted gains. But under the surface, anxiety is rising. Investors are moving into safe-haven assets like gold and Treasuries, bracing for potential fallout if the shutdown drags on. José Torres, senior economist, Interactive Brokers breaks down the market’s reaction, the latest job openings and consumer confidence reports.
Produced/Presented: Ryan Huang
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08:31
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SEP 30, 2025
30/09/25 - US Markets Wrap: Can the US rally keep rolling into Q4, and what a shutdown means for the economy
After five straight months of gains, the S&P 500 is heading into a historically volatile October with strong momentum on its side. Growth looks solid, consumption remains resilient, and AI is giving GDP a powerful boost. Conversely, inflation, Fed policy, and the looming U.S. government shutdown still cloud the outlook.
Dan Koh speaks with Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, to unpack the forces driving markets, the risks ahead, and what investors should be watching as we enter the final quarter of the year.
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11:29
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SEP 26, 2025
26/09/25 - US Markets Wrap: Inflation, Global Equities, and China’s Tech Rebound
Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end.
Produced/Presented: Ryan Huang
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08:06
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