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.
JAN 3, 2025
03/01/25 - US Markets Wrap: Billion-dollar Investment Themes for 2025 - Big tech, Geopolitical concerns; US Dollar; 10-year Treasury bond yields
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on big tech moves, concerns coming on the back of geopolitical uncertainties, US 10-year Treasury bond yields, strength of the US Dollar and where money is flowing.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:08
|
DEC 31, 2024
31/12/24 - US Markets Wrap: Policy Uncertainty and the Dollar; 2025 earnings forecast; Stephen Miran’s effects on US tariffs; Airline markets & Sectors to watch out for
Matt Maley, Chief Market Strategist, Miller Tabak shares his assessment on how the market has fared through 2024 and if we will see earnings rise in 2025; effects that Stephen Miran will have on the markets; and whether recent airline incidents involving Boeing jets will be short-lived or will if they will set the tone for airline markets in the new year. He also weighs in on top concerns for 2025, as well as sectors that could take a toll versus sectors he's liking right now.
Presented by: Emaad Akhtar
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
08:07
|
DEC 27, 2024
27/12/24 - US Markets Wrap: Should investors look at Gold as inflation risks and uncertainties remain tilted to the upside?
Chris Weston, Head Of Research, Pepperstone shares his insights on how gold is performing against other asset classes, whether gold prices could rise as a safe haven asset, and his approach towards China in the coming year.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:41
|
DEC 20, 2024
20/12/24 - US Markets Wrap: The Fed Pulls a Grinch
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether we will see a Santa Claus rally this year and his concerns over the breadth of that rally. He also shares whether investors should dial back on their expectations for 2025.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Jacquelyn Martin / AP
|
|
|
|
09:37
|
DEC 19, 2024
19/12/24 - US Markets Wrap: Fed cuts interest rate by quarter point. More rate cuts in 2025?
José Torres, Senior Economist, Interactive Brokers shares his insights on how hawkish Fed's latest rate cut is, how the Fed might be modelling potential impact by Trump's administration, and how much they might hold back in terms of potential rate cuts in 2025.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: EPA-EFE
|
|
|
|
08:55
|
DEC 18, 2024
18/12/24 - US Markets Wrap: Fed Rate Bells Ring, Are You Listening?
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on potential Fed moves at the upcoming FOMC meeting and how that might affect the financial sector, moving out of some old economy stocks towards technology with Donald Trump coming into office, and whether investors should be expecting a Santa Claus rally this year.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:17
|
DEC 17, 2024
17/12/24 - US Markets Wrap: A tale of two markets - Is disinflation fading in the US?
David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this Christmas.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
|
|
|
|
09:20
|
DEC 13, 2024
13/12/24 - US Markets Wrap: Trump rings opening bell at NYSE after Time's 'Person of the Year' honor. Is the US market a bubble ready to pop?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his first-hand experience watching President-Elect Donald Trump ring in the New York Stock Exchange bell, after being named Time's “Person of the Year”.
He also weighs in on whether the tech momentum is set to carry over into 2025, if AI will continue to be the story for investors what he'll be watching out for when the Fed meets next week, as well as sectors that might see some impact coming on the back of upcoming tariffs.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AP Photo / Alex Brandon
|
|
|
|
09:25
|
DEC 12, 2024
12/12/24 - US Markets Wrap: Where will oil prices head as Middle East tensions rise?
Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management shares his insights on the latest rise in US inflation as Americans' confidence improves, whether he's expecting a rate cut at next week's FOMC meeting and sectors that he's closely watching, and the key trajectory for oil prices in the coming months, especially with the tensions in Syria rising.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Kyodo / via Reuters
|
|
|
|
09:07
|
DEC 11, 2024
11/12/24 - US Markets Wrap: China bounce effect fades for Wall Street
Kyle Rodda, Senior Financial Market Analyst at capital.com discusses why investors may be starting to get wary about the China stimulus signals coming through this week from policymakers. He also shares his view on whether the Chinese economy will provide any support for the AUD which has started to give back earlier gains this week, and how the Reserve Bank of Australia policy settings may hold it back.
Produced/Presented: Ryan Huang
|
|
|
|
08:39
|
