US Markets Wrap

Alexander Morris, Chief Executive Officer, F/m Investments, discusses why investors should look more closely at longer term duration bonds and not to be overly worried about timing their trades perfectly. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Christine Short, Head of Research, Global Corporate Events at Wall Street Horizon, a TMX Company shares her analysis of how the markets are reacting to the latest earnings season so far, expectations on the upcoming retail earnings parade, as well as promising sectors investors are looking to park their money right now. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: Reuters/Loren Elliott

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest Apple earnings and trends that shows about consumer spending. He also shares his sentiments surrounding Starbucks and the EV space. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: Reuters/Loren Elliott

Chris Weston, Head Of Research, Pepperstone weighs in on what seems to be a potential period of stagflation in the market, how investors can navigate the current market situation, as well as the concern over OPEC losing control over the oil markets in the coming months ahead.  Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Laila Pence, President & Co-Founder, Pence Wealth Management shares her expert analysis on the sustainability of the strong earnings season, whether Q2 seems even more volatile than Q1, her conviction calls (Streaming Services, Property & Casualty Insurers, Big Tech & AI), why there's value in intermediate term fixed income investments, especially with rates yielding north of 4.5% and the Federal Reserve nearing the end of its hiking cycle. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: unsplash & its talented community of contributors / Alexander Grey

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on policy divergence between the US and China, how Chinese companies are placing a greater emphasis on shareholder returns, in part by increasing dividends and buy-backs, what can investors do to build quality exposure when it comes to investing in China and whether there are specific risks they should look out for. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: unsplash & its talented community of contributors 

David Martin, Founder & Chief Investment Officer at Martin Fund Management LP shares his insights on where else should investors be looking ahead of eventual rate cuts, whether tech giants like Meta Platforms and others will continue to see drops, and if defensive trading is the way to go in the current economic climate. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on whether the US stock market’s ‘bad breadth’ is making even stalwart bulls nervous, implications of market gains driven disproportionately by a handful of stocks, how investors can approach Magnificent 7 through a different lens, and what the running theme is across the Q1 earnings calls. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Inflationary pressures was one headwind that came up in every bank call. Consumer Price Index (CPI) for March came in higher-than-expected, showing sticky inflation is still in play and adding to the reasons why the US Federal Reserve may hold off on interest rate cuts again in Q2.  Frank Cappelleri Founder and President, CappThesis shares his insights on the latest inflationary pressures, expectations on PCE figures and big earnings set to be released later this week, and whether a demise in big-tech could cause a market crash. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: iStockphoto

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether Wall Street is mistaken in its hope that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend, possible effects of the US, Japan and South Korea consulting closely on foreign exchange market developments, and if the bonds market has the potential to generate positive returns. She also weighs in on whether small cap stocks are on the verge of a negative technical trend, what investors who are deciding where to place their inheritance money in when it comes to investing, and the uncertainties faced by businesses looking for buyers. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors