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.
MAR 28, 2024
28/03/24 - US Markets Wrap: What's driving the sunny outlook of CEOs and investors?
Christine Short Head of Research, Global Corporate Events Wall Street Horizon, a TMX Company - shares her insights on CEO sentiments, coming on the back of a new Bank of America survey showing that Wall Street’s optimism is at its highest level since January 2022, expected economic releases tied to personal income, consumer spending and the personal consumption expenditures, as well as the next big test for US corporations which will impact CEO and investor sentiment is Q1 earnings season, set to kick off on April 11 when a handful of big banks report.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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08:00
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MAR 27, 2024
27/03/24 - US Markets Wrap: Congress has its eye on US money going into China. How significant is that for investors?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its highs for the year.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP
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06:32
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MAR 26, 2024
26/03/24 - US Markets Wrap: Will sweet Easter baskets come at a bitter cost for consumers & investors this year?
Chris Weston, Head Of Research at Pepperstone shares his insights on why Powell’s words mightier than the Fed’s dot plot, why the CPI is following the 1970s, and how investors are reacting to soaring cocoa prices ahead of Easter.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:46
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MAR 22, 2024
22/03/24 - US Markets Wrap: Why are Treasury yields following the Trump polls more closely than Biden's?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on why Treasury yields are following the Trump polls more closely than Biden's, whether a rate cut could widen the underpriced fiscal deficit, cannot be necessarily compensated by the Fed cutting rates when the economy is growing above trend, and how his IPO playbook looks.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:38
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MAR 21, 2024
21/03/24 - US Markets Wrap: Interest rates took the elevator going up but will take the stairs coming down. Is it a net positive overall?
Ben Emons, Senior Portfolio Manager, NewEdge Wealth shares his insights on whether the market will be able to keep its bullishness till the next Fed meeting, and investors' risk appetite in a market powered by megacap technology stocks. He also weighs in on what the Fed is looking out for coming on the back of Fed Chair Jerome Powell's comments that strong hiring in and of itself would not be a reason to hold off on rate cuts, and that wage growth, while still strong, is gradually coming back down to more sustainable levels.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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08:37
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MAR 20, 2024
20/03/24 - US Markets Wrap: The case for bit-flation & how vulnerable is it to flash crash dynamics?
Andy Baehr, Head of Product at CoinDesk Indices shares weighs in on whether bitcoin is set to see a further price-drop coming on the back of the latest flash-crash, driving forces behind the climb in crypto shares in recent days, and what his playbook is looking like in the ethereum space.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:19
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MAR 19, 2024
19/03/24 - US Markets Wrap: Why did the US Dollar have a change of heart?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are reading too much into signs of a breakout in crude oil.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:37
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MAR 15, 2024
15/03/24 - US Markets Wrap: Calls on property & casualty insurers, weight loss drugs, big tech and AI
Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:49
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MAR 14, 2024
14/03/24 - US Markets Wrap: Rotation from tech to small caps underway
Ian McMillan, Market Technician, Client First Tax and Wealth Advisors shares his insights on whether this is a time for investors to take profits, Magnificent Seven starting to lose steam, as well as signs that inflation is slowly moderating.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:59
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MAR 13, 2024
13/03/24 - US Markets Wrap: Are North American power markets' path to decarbonisation trickier with Chinese EVs in the picture?
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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10:04
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