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.
JUN 30, 2023
30/06/23 - US Markets Wrap: Evaluating Tech, Energy, China and Fed Chair's influence
In this last US Markets Wrap of the first half of 2023, Katie Stockton, Founder & Managing Partner of Fairlead Strategies explores whether now is the time to take an offensive stance in the tech sector and beyond.
She also analyzes Micron's unexpected stock decline despite positive earnings, the susceptibility of the energy sector to oil price fluctuations, the significance of China's role in the second-half, and the market's response to Federal Reserve Chair Jerome Powell's statements.
Presented by Sean Cheong / Produced by Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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10:06
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JUN 28, 2023
28/06/23 - US Markets Wrap: The Fed's Goldilocks Dilemma - Rates, Recessions, and Defensive Strategies
From market volatility to recession signals, the Fed has a difficult task ahead of maintaining a delicate balance of its defensive strategies.
So, how should investors position themselves in the second half of 2023?
Should investors be optimistic about the recent momentum and go with the A.I. hype?
Victoria Fernandez, Chief Market Strategist at the Crossmark Global Investments gives us her take on the markets right now and the year ahead.
Presented by: Sean Cheong
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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12:16
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JUN 27, 2023
27/06/23 - US Markets Wrap: Tech pullback expected to be short-lived, says Perry Switzer from The Jeffrey Matthews Financial Group
Perry Switzer, Vice President for Investments at The Jeffrey Matthews Financial Group shares his take on the pullback in technology giants overnight, how markets are pricing in on the crisis between Russia President Vladimir Putin and private mercenary Wagner Group, as well as expectations for the market heading into the last trading week of the first half of 2022.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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10:28
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JUN 23, 2023
23/06/23 - US Markets Wrap: Retail investors are throwing money into stocks, particularly Tesla, Apple and Nvidia, says David Dietze from Peapack Private Wealth Management
David Dietze, Managing Principal and Senior Investment Strategist at Peapack Private Wealth Management discusses the tug-of-war between the bull and bear markets, whether the tech sector will continue a bullish outlook and if markets are pricing in on the Fed's warning of two additional rate hikes in coming months.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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11:36
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JUN 22, 2023
22/06/23 - US Markets Wrap: Fed seems very willing to keep rates higher for longer, says NovaPoint Capital's Joseph Sroka
Joseph Sroka, Chief Investment Officer and Co-Founder of NovaPoint Capital weighs in on US Fed Chair Jerome Powell comments on inflation and employment, as well as what he is focused on for the rest of the trading weeks in June.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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06:49
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JUN 21, 2023
21/06/23 - US Markets Wrap: Leading names have become overextended, says David Keller from Sierra Alpha Research
David Keller, CMT, President & Chief Strategist at Sierra Alpha Research, who’s also Chief Market Strategist, StockCharts.com weighs in on the pullback in US growth stocks, low volatility, outlook on outperformers, as well as the relative performance of Consumer Discretionary versus Consumer Staples.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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11:23
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JUN 16, 2023
16/06/23 - US Markets Wrap: Have the bulls have wrestled the markets away from the bears?
Abigail Watt, Research Economist, abrdn shares her take on the latest markets movements following the Fed's latest rate pause, a projection of the US economy coming on the back of underlying inflation issues, and whether investors can expect a soft landing.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:13
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JUN 15, 2023
15/06/23 - US Markets Wrap: Powell did a pretty good job of making a distinction that they are projecting to more hikes this year, but it's not a prediction, says Frank Cappelleri from CappThesis
Frank Cappelleri, Founder and President of CappThesis weighs in of the Fed pause, risks of keeping rates too high, and whether we're at the end of a bear market.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:16
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JUN 14, 2023
14/06/23 - US Markets Wrap: Whether AI translates into better profitability and earnings remains to be seen, says Brenda Vingiello from Sand Hill Global Advisors
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)
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09:16
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JUN 13, 2023
13/06/23 - US Markets Wrap: Investors are pricing in at most one rate cut, says Carson Group's Sonu Varghese
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)
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09:37
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