US Markets Wrap

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on the bounce in tech names like Nvidia, AppLovin and Tesla; whether he is factoring in the impact of tariffs while approaching the market right now; as well as his takeaways from the hotter-than-expected CPI numbers. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors

Chris Weston, Head of Research at Pepperstone shares his insights on the latest hotter-than-expected CPI numbers, inflation expectations, as well as the effects tariffs might have. He also weighed in on key areas of investment opportunities that traders can potentially look at.  Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Lucy Nicholson / File Photo / Reuters

In remarks before the Senate Banking Committee, Fed Chair Jerome Powell called the economy “strong overall” with a “solid” labor market and inflation that is easing but still above the Fed’s 2% goal. He also reiterated the central bank’s commitment to bringing inflation down and signaled that policymakers aren’t in a rush to get interest rates lower. Rick Polsinello, Senior Market Strategist at Franklin Templeton Institute shares his insights on Powell's latest comments on interest rates, where the Fed could be heading in coming days, whether companies are set to beat earnings expectations this quarter and if gold is priced to perfection for a future inflation surge. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors

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