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 20, 2025
20/08/25 - US Markets Wrap: Intel's future - is a $2bn Softbank bet and US backing enough?
Nadine Terman, CIO & CEO, Solstein Capital, discusses the latest market sell-off after Big Tech stocks disappoint; Softbank's $2 billion lifeline for Intel and the US government weighing up a potential 10% stake in the chipmaker; what this week's retail earnings could reveal about consumer spending as well as the housing market; and what we can expect at the Jackson Hole Symposium.
Produced & Presented by Emaad Akhtar
|
|
|
|
09:44
|
AUG 19, 2025
19/08/25 - US Markets Wrap: Markets reacting more to good news than bad news
Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at.
|
|
|
|
|
07:11
|
AUG 15, 2025
15/08/25 - US Markets Wrap: Buying on dips amid the noise & data around inflation
Jason Britton, Founder and CIO, Reflection Asset Management discusses the whipsaw session where markets initially sold off based on a disappointing Producer Price Index report, but rebounded as investors showed willingness to buy the dip, with the S&P turning positive at the end of the session to squeeze out a new record high for a third day in a row.
|
|
|
|
|
08:47
|
AUG 14, 2025
14/08/25 - US Markets Wrap: Why calls for a jumbo rate cut may be unrealistic
Josh Gilbert, Market Analyst, eToro discusses how much justification there is for US Treasury Scott Bessent to call for a 50 bps rate cut in September, with a view that short-term interest rates should be between 1.5 percentage points and 1.75 percentage points lower than their current level. He weighs whether the Federal Reserve will bow to the rising pressure from the Trump administration.
Produced/Presented: Ryan Huang
|
|
|
|
|
12:23
|
AUG 13, 2025
13/08/25 - US Markets Wrap: Cash-rich & retail flow investors chasing momentum
Alex Morris, CEO & CIO, F/m Investments explains how the current rally isn’t driven by conviction, but instead it is cash-rich and retail flow investors chasing momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration.
Produced/Presented: Ryan Huang
|
|
|
|
|
09:14
|
AUG 12, 2025
12/08/25 - US Markets Wrap: Markets have potential to grind higher
Joseph Shaposhnik, founder and CEO of Rainwater Equity zooms in on thepositive news from the software industry and AI beneficiaries in the latest earnings season, He discusses why he likes Constellation Software and Microsoft.
Produced/Presented: Ryan Huang
|
|
|
|
|
08:11
|
AUG 8, 2025
08/08/25 - US Markets Wrap: Markets continue to push through "wall of worry”
David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.
Produced/Presented: Ryan Huang
Image: Pete Linforth from Pixabay
|
|
|
|
|
08:41
|
AUG 7, 2025
07/08/25 - US Markets Wrap: Keep an eye on market breadth
Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.
Produced/Presented: Ryan Huang
|
|
|
|
|
09:56
|
AUG 6, 2025
06/08/25 - US Markets Wrap: Deregulation could be next catalyst for markets
Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries.
Produced/Presented: Ryan Huang
|
|
|
|
|
08:06
|
AUG 5, 2025
05/08/25 - US Markets Wrap: Staying long still a play for investors despite tariff uncertainty
José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.
Produced / Presented: Emaad Akhtar
|
|
|
|
|
09:05
|
