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.
NOV 7, 2024
07/11/24 - US Markets Wrap: Market Implications carried by the Trump & GOP Wave
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are reacting to the upcoming second Trump term, whether the Republicans' senate win is reverberating through the markets, as well as concerns over inflationary pressures. She also weighs in on how Trump's win is an interesting conundrum for the EV market.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Evan Vucci / AP
|
|
|
|
10:05
|
NOV 6, 2024
06/11/24 - US Markets Wrap: What are investors' concerns coming on the back of the US Presidential Election?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on how investors are expected to react to the outcome of the US Presidential Election, the overall movements in the US economy and Dollar, as well as his advice to clients for the next few days.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Stephanie Scarbrough / AP
|
|
|
|
09:03
|
NOV 5, 2024
05/11/24 - US Markets Wrap: An analysis of how Warren Buffet is approaching the markets
David Dietze, Managing Principal, Peapack Private shares his insights on how unemployment weighing on the US economy and markets, market reactions to the US Presidential Election that is just around the corner, as well as Warren Buffet approach in the markets in Q3.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Daniel Zuchnik/WireImage
|
|
|
|
12:07
|
NOV 1, 2024
01/11/24 - US Markets Wrap: How big will the next rate cut be?
Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting.
She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approaching the tech space.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
10:38
|
OCT 30, 2024
30/10/24 - US Markets Wrap: Has US made a 'soft landing'?
Satyam Panday, Chief US and Canada Economist, S&P Global Ratings shares his insights on how the labour market is panning out, whether the markets are on the way to the so-called "elusive soft landing", why we're seeing a pickup in the housing market as rates come down, and pressures as the US head closer to the Presidential Election.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:43
|
OCT 29, 2024
29/10/24 - US Markets Wrap: How are investors reading into the US Rate Consolidation?
Alex Morris, CEO, F/m Investments shares his insights on what investors are looking out for ahead of the next FOMC meeting, how markets are pricing in on crypto and suggestions that Donald Trump could be good for the cyrpto space. He also shares the stocks on his radar right now and whether he's keen on some of the tech names reporting this week.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: dailyPik
|
|
|
|
08:02
|
OCT 25, 2024
25/10/24 - US Markets Wrap: Why are the sterling and euro reacting so differently from the US Dollar?
Jason Britton, Founder & CIO, Reflection Asset Management shares his insights on whether the bullish momentum with the US Dollar will continue, why the sterling and euro are reacting so differently from the US Dollar, and whether the Fed will be pressured to keep current rates in the coming months. He also weighs in on the carry trade and upcoming Magnificent Seven earnings expected in the week ahead.
Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
08:56
|
OCT 24, 2024
24/10/24 - US Markets Wrap: Fed's Right Sizing - Can the Fed bring down inflation without causing a recession?
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:06
|
OCT 23, 2024
23/10/24 - US Markets Wrap: Markets appear decoupled from the election, but are they? And a dive into McDonald's, Starbucks & Microsoft.
George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July.
He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:46
|
OCT 22, 2024
22/10/24 - US Markets Wrap: Is it time for reflation trade? Is gold on your playbook?
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook?
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:58
|
