US Markets Wrap

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her expectations on where the Fed policy is heading, as well as sentiments on the tech sector, employment landscape and earnings, coming on the back of rising costs.  Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Sonu Varghese, Vice President & Global Macro Strategist at Carson Group weighs in on the new bull market, elevated inflation levels, how markets are pricing in ahead of the upcoming FOMC meeting, as well as where energy sector stands. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

David Lundgren, Founder & Chief Market Strategist, MOTR Capital Management & Research gives his analysis on whether the rise in S&P 500 is signalling a broadening out of the rally, tech rallies in 2023, as well as VIX movements. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors weighs in on the upcoming Fed meeting and momentum of tech stocks and how much potential issuance of bonds from the Treasury will drain away from other parts of the market. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Tim Murray, Capital Market Strategist & Vice President at T Rowe Price Associates shares an outlook on the US economy ahead of the upcoming FOMC meeting and potential opportunities that investors can look out for. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

George Schultze, Founder & Managing Member at Schultze Asset Management weighs in on the S&P 500 movement, markets reaction post debt-ceiling deal, trends in the AI space amid a top-heavy market and the worries top of investors minds right now. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Michele Schneider, Chief Strategist, MarketGauge Group weighs in on the overnight slump across the board on the benchmarks and where the momentum is heading. She also provides a deeper analysis on the AI bandwagon, oil prices and opportunities that she's looking out for in the days ahead. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Eric Beiley, Executive Managing Director at The Beiley Group of Steward Partners Global Advisory weighs in on how markets are pricing in on the upcoming vote on the US debt ceiling, the upcoming FOMC meeting, sentiments behind the recent tech rally and stocks that are looking attractive right now. Eric Beiley is Forbes Best-In-State Wealth Advisor (2019 - 2023) and Top 400 Financial Advisor for 2020 by the Financial Times. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)  Highlights: (00:00) Intro (01:14) How markets are pricing in on upcoming vote on US debt ceiling (02:08) Level of optimism on US debt ceiling deal (02:42) Weight of upcoming FOMC meeting in June (03:45) Business momentum coming on the back of earnings (04:48) How much momentum is there behind the recent tech rally? (05:44) What's looking attractive in the stock markets right now? (06:29) Consumer space - dividend aristocrats (07:03) Is it too late to jump onto the tech bandwagon?

Kristina Hooper, Chief Global Market Strategist at Invesco shares her perspective on the latest market reactions as Biden and McCarthy appear near to deal on US debt ceiling as default looms, the seeming disconnect between what the Fed is projecting versus what the market is expecting, an outlook on how China's scaled-back growth is weighing on the markets, and whether AI has been overbought. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg) 

Brian Shannon, Chartered Market Technician & Owner of Alphatrends shares a analysis of the latest price action from the markets coming on the back of a spike in Nvidia shares in extended trading after a huge forecast beat driven by AI chip demand, what the technicals are signalling and where investors are likely to look in the coming days. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)