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 29, 2026
29/01/26 - US Markets Wrap: S&P 500 Hits 7,000 as the Fed Stands Firm
The S&P 500 briefly crossed the historic 7,000 mark before pulling back after the Federal Reserve left interest rates unchanged at its January 2026 meeting. With the Fed upgrading its growth outlook while acknowledging inflation remains elevated, Ben Emons, Chief Investment Officer, FedWatch Advisors looks at why policymakers chose to pause and what it signals about the health of the economy. He explores what steady rates mean for consumers and businesses, and how rising political scrutiny of Fed Chair Jerome Powell could influence perceptions of central bank independence.
Produced/Presented: Ryan Huang
Image: 3D Animation Production Company from Pixabay
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08:21
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JAN 28, 2026
28/01/26 - US Markets Wrap: Wall Street Hits New Highs as Big Tech Takes Center Stage
US markets pushed into record territory overnight, with the S&P 500 and Nasdaq hitting fresh highs as investors piled back into Big Tech ahead of a crucial earnings wave. While Apple and Microsoft led gains, a sharp sell-off in UnitedHealth dragged the Dow lower, highlighting widening performance gaps across the market. With the Federal Reserve set to deliver its first rate decision of the year and heavyweight earnings from Meta, Microsoft, Tesla, and Apple coming up, Fabien Yip, Market Analyst, IG, breaks down what to watch, how earnings could shape sentiment, and why recent volatility in the dollar, yen, and Aussie dollar matters for global markets.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay
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10:37
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JAN 27, 2026
27/01/26 - US Markets Wrap: Markets at a Crossroads in a Big Earnings Week
US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers.
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10:27
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JAN 23, 2026
23/01/26 - US Markets Wrap: Markets Climb as Geopolitical Fears Ease
Stocks extended their rally as trade tensions with Europe eased, lifting the Dow 300 points and pushing the S&P 500 and Nasdaq higher, fueled by Nvidia, Microsoft, and Meta. David Abella, Director of Investments with GoalVest, discusses rich valuations, tech bubble fears, and potential tariff shocks as well as why there is now a "mountain of worry" ahead in 2026.
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09:23
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JAN 22, 2026
22/01/26 - US Markets Wrap: Wall Street Rebounds & Gold Hits Record Highs
After a rocky start to the week, US stocks surged as President Trump dropped plans for extra tariffs on European nations opposing his Greenland strategy. The S&P 500 and Nasdaq each climbed 1.2%, recovering from their biggest single-day declines since October. Meanwhile, gold extended its rally, surpassing $4,800 an ounce, as investors sought safety amid lingering trade tensions and global uncertainty. Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors explores whether gold’s momentum can continue into 2026, as well as where investor flows are rotating to.
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11:22
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JAN 16, 2026
16/01/26 - US Markets Wrap: Chips Power the Rebound, AI Optimism Lifts Wall Street
U.S. stocks rebounded after two straight losing sessions, with chipmakers and banks leading the charge. The Dow jumped nearly 300 points, while the S&P 500 and Nasdaq both edged higher, though all three benchmarks finished off their intraday highs. Semiconductor stocks surged after Taiwan Semiconductor posted a record quarter and signaled confidence in the AI boom with a big jump in planned 2026 capital spending. Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital looks at where investors are shifting their money in the coming months.
Image: Frank Rietsch from Pixabay
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11:14
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JAN 15, 2026
15/01/26 - US Markets Wrap: Tech Slumps, Mega-Caps, and Where Risk Is Really Flowing
Stocks slipped for a second straight session as tech and chip stocks pulled back, with Nvidia and Broadcom leading the declines amid Chinese trade restrictions. Despite headline weakness in the S&P 500 and Nasdaq, smaller-cap and commodity-linked assets continue to show strength. Steve Sosnick, Chief Strategist at Interactive Brokers, unpacks whether this is healthy market rotation or a warning sign, explore the structural risks of mega-cap concentration, and examine why earnings beats are no longer enough to move markets. We’ll also look at where investors are taking risk today and what it says about the next phase of the bull market.
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07:23
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JAN 14, 2026
14/01/26 - US Markets Wrap: Good Data, Bad Tape - Banks Slide as Policy Noise Rattles Markets”
Markets slipped from record highs as investors sold banks despite JPMorgan’s earnings beat, highlighting growing unease over policy risk and valuation. This episode unpacks why strong results weren’t enough to lift financials, how President Trump’s proposed credit-card rate caps and other interventionist ideas are rattling investors, and what softer core CPI means for the Fed’s rate path. With stocks brushing off geopolitics but reacting sharply to domestic policy noise, Jason Britton, Founder and CIO of Reflection Asset Management, weighs whether this is healthy profit-taking—or an early warning that political risk is being repriced.
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08:06
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JAN 13, 2026
13/01/26 - US Markets Wrap: Markets Make New Highs as Politics, Profits and the Fed Collide
US stocks pushed to fresh record highs, shaking off political noise around a DOJ probe into Fed Chair Jerome Powell, but the tension is far from over. Christine Short, Head of Research, TMX Datalinx discusses what strong Q4 earnings momentum means for 2026, and why President Trump’s renewed push to cap credit card fees is unsettling bank stocks. We also look at consumer credit health as a key test of the soft-landing narrative, and why investor confidence in Fed independence may quietly become one of this earnings season’s biggest risks.
Produced/Presented: Ryan Huang
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09:42
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JAN 9, 2026
09/01/26 - US Markets Wrap: Rotation & Rates - What’s Next for the Market?
Markets are shifting as investors rotate out of tech and into other sectors. Ben Emons, Chief Investment Officer at FedWatch Advisors, shares what's driving about rate expectations, the impact of oil prices on inflation, and what upcoming jobs data could signal for investors.
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10:28
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