US Markets Wrap

Sevasti Balafas, CEO of GoalVest shares her insights on the latest response by investors to Trump's move to substantially raise tariffs on steel and aluminum imports, the market rotation from tech to defensive sectors, whether small and mid-cap growth names will continue to lead the charge in the emerging AI space, as well as latest employment and unemployment rates. Presented by: Emaad Akhtar Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Anna Rose Layden / Bloomberg via Getty Images

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what Treasury Secretary Scott Bessent's intention to bypass the Fed to lower interest rates means for the markets, and latest market moves as various Trump tariffs come into play. She also unpacked the latest highlights on the tax run, coming on the back of President Trump's tax proposals.  Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Paul Morigi / Getty Images

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether investors should rotate away from tech, coming on the back of Alphabet and AMD's lacklustre results; and sectors that are looking attractive. He also weighed in on what Trump's intention to drill more will do for oil majors. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Gonzalo Fuentes | Reuters

David Dietze, President of the Dietze Wealth Management Group shares his insights on the markets' reaction to US President Donald Trump's latest moves on the tariffs front, how the current earnings season is playing out, and how oil majors are set to move as Trump continues his push to ramp up oil supply. He also weighs in on brands that looking to benefit from the upcoming Valentines' Day, and whether more health conscious consumers will move overall performance this year. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Anna Moneymaker / Getty Images

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on President Donald Trump's reinstatement of his intention to implement 25% tariffs on goods imported from Canada and Mexico, and his thoughts on whether the US Federal Reserve is on Trump Watch. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pixabay & its talented community of contributors

Joseph Sroka, Chief Investment Officer & Co-Founder at NovaPoint Capital shares his insights on the latest investor reaction to DeepSeek and how President Donald Trump might approach this development. He also weighs in on whether it is surprising that Trump has yet to impose additional tariffs on China, whether investors should be parking their money on oil given Trump's interest in the sector, and expectations on upcoming Fed actions in the coming weeks. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Greg Baker/AFP/Getty Images

Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil and whether gold prices could retest all-time highs in the near future. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pixabay & its talented community of contributors

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the level of promise that AI holds for investors, coming on the back of a huge AI push on the part of the likes of Open AI and Softbank, and if it's a signal for investors to get into the tech space in the year ahead. She also weighs in on the kind of commentary that's catching her eye lately, and how potential tariffs might be factored into her investment approach. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pixabay & its talented community of contributors

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest market action over the last 24 hours after President Donald Trump took office at the White House, the positive momentum in the markets right now and whether Trump's intention to ramp up drilling will affect the EV sector. He also weighs in on market action surrounding Netflix, Procter & Gamble, and what's on his radar ahead of WEF Davos. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Shawn Thew Pool photo via AP

Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on what investors are worrying about as major averages give up gains in recent weeks; Apple had fallen to third place in terms of smartphones sold in China in 2024, behind homegrown manufacturers Vivo and Huawei; how he would factor in Donald Trump's support for Elon Musk as a potential tailwind for Tesla; as well as how markets are pricing in Donald Trump's upcoming entrance to the White House for a second term.  Dave also shares his insights on what's expected of Trump's playbook compared to his first term, and implications of the resilient US economy on Trump's second term with regards to where markets are headed in the coming days. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Brandon Bell/Getty Images