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.
AUG 8, 2023
08/08/23 - US Markets Wrap: What's driving the markets' outperformance?
Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on what's driving investor optimism building up in the markets and the big AI theme right now, attractiveness of China investments against the backdrop of talks on potential stimulus measures, as well as how it stacks against interest in Japan.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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07:50
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AUG 4, 2023
04/08/23 - US Markets Wrap: The very worst of the pain from monetary tightening from the higher interest rates is only just starting to trickle down in a really meaningful way, says Sophie Lund-Yates from Hargreaves Lansdown
Sophie Lund-Yates, Lead Equity Analyst at Hargreaves Lansdown weighs in on the extended sell-off, Fitch Ratings downgrade, consumer spending and whether Apple is impressing investors enough, as well as the tech rally so far.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:31
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AUG 3, 2023
03/08/23 - US Markets Wrap: Weakened confidence in the US' ability to deal with its debt from both a political and a financial perspective
Nadine Terman, CEO & CIO of Solstein Capital shares her insights on market reactions coming on the back of the Fitch downgrade, positioning for the rest of the year, as well as whether there are signs that investors are flocking back to Japan away from US markets when it comes to capital flow.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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11:05
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AUG 2, 2023
02/08/23 - US Markets Wrap: Recession will depend on productivity, labour costs and wage data
Kathryn Rooney Vera, Chief Market Strategist at StoneX Group shares her insights on some of the latest corporate earnings reports, non-tech sectors to look at such as the industrials, materials, banks, Fitch Ratings' downgrading the US from AAA, a ranking the nation has held at Fitch since at least 1994 to AA+.
But most importantly, the key data coming up this week, such as July's ADP Non-Farm Employment Change and the Nonfarm Payrolls, to get a closer look at productivity versus labour costs versus wages - factors that will determine if the US can avoid a recession.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:17
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AUG 1, 2023
01/08/23 - US Markets Wrap: Are consumer wallets in the US tightening?
Sonu Varghese, Vice President and Global Macro Strategist at Carson Group shares his insights on consumer spending trends coming on the back of the latest earnings season, whether a recession is still expected and the Fed's positioning for the rest of the year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:38
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JUL 28, 2023
28/07/23 - US Markets Wrap: 3 Key Risks for rest of 2023 and into 2024
Tim Davis, Partner, Executive Managing Director, Wealth Manager, of Davis Executive Wealth Management Group at Steward Partners cautions against joining the A.I. craze, where a handful of technology stocks, known as the Magnificent Seven, have led the major averages like the Nasdaq and S&P 500, which characterizes Q2 of the markets.
He also points out what needs to happen for the stock market to continue its upward trend, but there will be potential risks that investors need to be aware of for the second half of 2023 and into 2024.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:02
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JUL 27, 2023
27/07/23 - US Markets Wrap: Inflation Optimism - Are we jumping the gun?
Tim Urbanowicz, CFA, Head of Research & Investment Strategy at Innovator ETFs shares his insights on the latest Fed rate hike of a quarter percentage point, with another possible increase in September.
What does that mean in the Fed's long fight against inflation?
Is the market's current state of optimism about inflation too premature?
What are the tell tale signs of a potential second wave of inflation from the earnings reports?
Plus why investors in the US are looking at Buffer ETFs over bonds/cash.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:35
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JUL 26, 2023
26/07/23 - US Markets Wrap: Opportunities in raw materials firms in rocky waters
Michele Schneider, Chief Strategist, MarketGauge Group makes sense of the recent resilience and worrisome trends in the market, delving on the various factors driving consumer confidence in the face of rising rates and inflation, the impact of A.I. driven companies and the ongoing geopolitical risks on commodities and equities.
Most importantly, she shares her take on how investors can unearth hidden gems by looking at companies that store raw materials in this turbulent market.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:22
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JUL 25, 2023
25/07/23 - US Markets Wrap: Hidden risks and warning signs amid positive macro indicators
Are the seemingly positive economic indicators painting a true picture of stability, or are they masking deeper issues?
George Schultze, Founder & Managing Member at Schultze Asset Management, dissects the latest macro data to reveal the truth behind the numbers and the stock market surge, the lingering problems in the banking sector, the alarming rise in bankruptcies and defaults worldwide, and most importantly, why these might signal imminent challenges ahead.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:07
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JUL 21, 2023
21/07/23 - US Markets Wrap: Navigating the Bullish Terrain - S&P 500, CPI, PPI and Earnings Insights
Denis Poljak, Partner, Managing Director & Wealth Manager of the Poljak Group Wealth Management at Steward Partners weighs in on how emerging disinflationary forces, Fed policies, and other factors are shaping the bullish landscape while also considering the concerns raised by bears about stretched valuations and potential headwinds.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:11
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