US Markets Wrap

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

Vincent Ee, Head of Investments, Asia at Schroders Wealth Management shares his insights on how the latest developments surrounding the Gaza ceasefire are set to uplift markets, a positive earnings season, opportunities outside of the Magnificent Seven, and whether AI will deliver on its promise. He also weighs in on what investors are keeping their eyes on as we near Trump's inauguration.  Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Alex Brandon/AP; Getty Images; Alice Morgan / Investopedia

Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the latest news surrounding the potential sale of TikTok in the US to Elon Musk and whether Meta's job cuts reflects what's happening in the broader tech sector. He also shares insights on whether we should be expecting a stronger greenback and how that might affect gold prices in the year ahead. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Roberto Schmidt/AFP/Getty Images; NurPhoto via Getty Images; Allison Robbert/Reuters

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the shaky start markets had so far in January, how movements by the 10-year yields could affect the rest of the asset classes, whether it's too late to jump on the gold and bitcoin bandwagon, nd why institutional investors seem to be flocking to Israel. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Doug Mills/The New York Times

Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the wavering of bond yields in the latest session and whether uncertainty in the Gilts remains a blueprint for the US debt ceiling. He also weighs in on whether tech stocks continue edging higher in 2025 after hitting record highs in 2024, reactions to Jensen's speech and what's on his key watch-list this year. Presented by: Emaad Akhtar Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pixabay & its talented community of contributors  

Christine Short, Vice President of Research, Wall Street Horizon shares her takeaways from the latest FOMC minutes, what's playing out with regards to the data and whether the US economy is as resilient as it looks. She also weighs in on consumer sentiments might pan out over the next earnings season, sectors that could see impacts from tariff changes, and the current deal with the Magnificent Seven. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: Al Drago/Bloomberg

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on what's driving optimism in the markets' earlier strength, longer term trends of all of the sectors relative to the S&P, how upcoming movements by the Fed could impact equity performance and investor sentiments, as well as views on small cap stocks compared to the large cap stocks, which have been dominating since 2024. Presented by: Willie Keng Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pixabay & its talented community of contributors  

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest trading sessions and whether there's set to be pullback. He also weighs in on his expectations with the new Trump administration coming into office and the upcoming FOMC meeting. 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