US Markets Wrap

Michele Schneider, Chief Strategist, MarketGauge Group shares her expert opinions on the inflation return, why she's watching silver, oil and sugar, what junk bonds are telling investors about the risks in the economy, as well as the optimism surrounding big-tech right now even as we see growing calls for Google's CEO to step down. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on the possibility of a soft landing, why he's got his eyes on Pfizer, and latest data in the Federal Reserve's Beige Book. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

James McCann, Deputy Chief Economist, abrdn shares his insights on impact the US Presidential Elections might have on markets in following months, the partial government shutdown deadline, stimulus down the road coming on the back of China's Two Sessions, as well as interest rate expectations. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Ryan Detrick, Chief Market Strategist at Carson Group shares his insights on the recent pullback from record highs, how much optimism investors should hold when it comes to gold and bitcoin, whether it's a good time to jump to technology stocks at the moment, and what we should be expecting on the Fed front in the coming weeks. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Quotes of the day: “The best investing is always a negative art." "There's a lot of different ways to skin a cat." Our expert panel Chris Chavez, Analyst, Blue Creek Capital Management/Blue Line Capital and Cole Smead, CEO & Portfolio Manager, Smead Capital Management weigh in on the how markets are reacting to expectations surrounding upcoming Fed rate cuts coming on the back of the latest PCE data, chances of a hike instead of a cut, how businesses likeUS burger chain Wendy's are looking to adopt new business models, interest surrounding AI right now, optimism surrounding the energy sector, as well as what investors should be looking out for as they navigate 2024. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Mark Giambrone, Head of US Equities and Portfolio Manager, Barrow Hanley Global Investors shares his insights on the latest pullback in the markets, crypto markets in the midst of a full-blown rally as Bitcoin briefly touches $64,000 for the first time since November 2021, and how the Presidential Election might affect businesses that have exposure to China. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group weighs in on what investors should be wary about, whether the good earnings we're seeing will change as consumer confidence levels take a dip, when and if the Fed will continue with a rate cut, as well as the kind of stocks may be pressured if Congress fails to reach an agreement on the budget in due time. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on whether stocks and bonds are oversold, current financial conditions and the Fed's journey to tame price pressures, what a sustainable inflation looks like, as well as how investors should be navigating the current bull market.  Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest movements for bond yields, when the Fed rate cutes might come and its scale, as well as his playbook for investment allocation for the rest of 2024. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on where investors should be positioning themselves between bonds and stocks, and whether they should be jumping on the bandwagon of momentum, coming on the back of high interest rates. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors