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 12, 2024
12/01/24 - US Markets Wrap: Keeping a close eye on bank earnings ahead of 2024 rate cuts
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his expert take on whether the markets are seeing a rotation, what he makes of the latest inflation data and capital flows, and how the latest earnings season might pan out.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Music/sound credits: pixabay & its talented community of contributors
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08:41
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JAN 11, 2024
11/01/24 - US Markets Wrap: Is the disinflation mission complete?
Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on how the inflation trajectory is moving, whether Bitcoin ETFs will be a key area on investors' watch in the coming months, and if investors should be chasing after the Magnificent Seven at this point.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:42
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JAN 10, 2024
10/01/24 - US Markets Wrap: What will investors be looking out for the next earnings season this week?
Christine Short, Vice President of Research at Wall Street Horizon shares her expert analysis on whether the market rally is losing steam, what investors will be watching out for this earnings season, late earnings report index, and interest rates.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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07:15
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JAN 9, 2024
09/01/24 - US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the Magnificent Seven, how the market is pricing in on small, mid and bigger cap stocks, whether 2024 will be a year of normalisation and the areas of focus on investors' minds as the Fed signals rate cuts in the coming months.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:13
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JAN 5, 2024
05/01/24 - US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.
Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the rocky start for markets in the first few days of the new year, impact of global uncertainties and conflicts on the oil sector, expectations of Fed rate cuts and what's on his playbook in 2024.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:01
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JAN 4, 2024
04/01/24 - US Markets Wrap: All about wages; US economy; Fed; whether the AI buzz will die on euphoria & how the bank story will unfold in 2024
Cole Smead, CEO & Portfolio Manager, Smead Capital Management shares his insights on the economy and wages, Fed movements and rate decisions, whether the AI buzz will die down, and how 2024 looks like for banks as interest rates get pushed down.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:40
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JAN 3, 2024
03/01/24 - US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on the mixed performance investors are seeing in the markets right now, how much the small caps performance reflect how the US economy is faring and investors' risk appetite for cryptocurrency as bitcoin celebrates its 15th birthday today.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:25
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DEC 29, 2023
29/12/23 - US Markets Wrap: Will consumers continue to revenge spend in 2024?
Michele Schneider, Chief Strategist at MarketGauge Group shares her expert analysis on whether investors should be expecting a positive spillover effect in the tech sector in the new year, how lower rates in 2024 will drive consumer spending trends, energy prices, as well as names that are on the top of her radar as we ring in the new year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:07
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DEC 28, 2023
28/12/23 - US Markets Wrap: What's driving earnings growth?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:30
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DEC 27, 2023
27/12/23 - US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US Presidential Election is set to move markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:09
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