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.
JUL 10, 2024
10/07/24 - US Markets Wrap: Fed Chair Powell says holding rates high for too long could jeopardize economic growth
In his latest speech, Federal Reserve Chair Jerome Powell expressed concern that holding interest rates too high for too long could jeopardize economic growth.
Setting the stage for a two-day appearance on Capitol Hill this week, the central bank leader said that the economy and labour market have stayed strong despite recent cooling.
Laila Pence, President & Co-Founder, Pence Wealth Management weighs in on how long is too long, the scale of rate cuts we might see in the coming months; whether a lack of market breadth kept the S&P 500′s gains in check; if we're seeing central bank divergence currently; as well as her top conviction calls.
Presented by: Emaad Akhtar
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Tierney L. Cross | Bloomberg | Getty Images
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08:30
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JUL 9, 2024
09/07/24 - US Markets Wrap: Inflationary pressures from populist policies?
Ben Emons, Chief Investment Officer of FedWatch Advisors shares his insights on how markets are pricing in a Trump/Biden result in the November presidential elections. He also explains he thinks the first rate cut, if any, is likely to come in December.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: CNN/ Getty Images
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10:12
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JUL 4, 2024
04/07/24 - US Markets Wrap: Why Nvidia is feeling the love again after steep sell-off
Nvidia stock staged a comeback after a multi-day sell-off that cost the US chipmaker its crown as the world’s most valuable public company.
Alex Morris, CEO of F/m Investments shares his insights on whether investors should continue this rally this ride on Nvidia or start rotating elsewhere before it's too late. He also weighs in on the latest FOMC minutes.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Josh Edelson/ AFP/ Getty Images
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11:08
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JUL 3, 2024
03/07/24 - US Markets Wrap: Where is the US Dollar headed & what will encourage Americans to spend?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest earnings season, what will encourage consumers to spend and the effects of interest rate movements on the US Dollar moving ahead.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:33
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JUL 2, 2024
02/07/24 - US Markets Wrap: Is AI monetisation emerging? And the current story behind United Parcel (UPS) and Bristol Myers (BMY).
David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management shares his insights on AI monetisation trends, whether small caps will catch up in 2H, what the US economy looks like now, and if worries over a drop in confidence in where the stock market is headed is warranted.
David also dives into his current stock picks - United Parcel (UPS) and Bristol Myers (BMY).
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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12:14
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JUN 28, 2024
28/06/24 - US Markets Wrap: How are markets pricing in Biden & Trump’s Presidential Debate?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on how markets are reacting to the first in-person showdown of the 2024 campaign between President Joe Biden and his predecessor, former President Donald Trump.
He also talks about current consumer patterns and where some investors might be looking to rotate to beyond tech.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: CNN/ John Nowak
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12:24
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JUN 27, 2024
27/06/24 - US Markets Wrap: Decoding the Union Budget & its impact on global market dynamics
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the optimism in the markets currently, a lookahead to the second half of 2024, and how the upcoming Union Budget might impact global market dynamics.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Express Photo
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10:47
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JUN 26, 2024
26/06/24 - US Markets Wrap: "You better like noise, cause it never stops." A deep dive into Tesla, Nvidia, Apple and the Fed
Ross Gerber, President & CEO, Gerber Kawasaki Wealth & Investment Management shares his insights on labour market resilience, what's driving market sentiments and investors towards Nvidia and Apple, and whether there's a sense of FOMO among investors and fund managers strapping up the tech rally.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AP Photo/Richard Vogel
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10:43
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JUN 25, 2024
25/06/24 - US Markets Wrap: Is it time for a rotation from AI, or not?
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on approaching the AI space, what's a better entry point for AI names and what's holding back the small caps.
She also touches on investors' sentiments surrounding the G7 leaders' focus on China and the war, against a backdrop where the US Presidential Election is just a few months away.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:13
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JUN 21, 2024
21/06/24 - US Markets Wrap: How to Play the Commodity Bull Run & Robin Hood Markets
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the commodity bull run and the metals space.
But, is all that glitters, gold? Michele also dives into what's on the shimmery horizon and how trends in that space correlates to how investors are reacting with Nvidia and the tech bandwagon.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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10:05
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