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.
JUL 15, 2025
15/07/25 - US Markets Wrap: Meta to invest in massive data centers, AI theme remains intact
Sevasti Balafas, CEO, Goalvest, discusses the market's resilience in the face of recent tariff announcements; why the AI theme and dominance remains intact in the US; expectations for the upcoming June CPI report; and why Q2 earnings growth is expected to come in lower than Q1.
Produced/Presented: Emaad Akhtar
|
|
|
|
09:29
|
JUL 11, 2025
11/07/25 - US Markets Wrap: US earnings could boost markets, watch out for concentration risks
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios.
Produced/Presented: Ryan Huang
|
|
|
|
|
10:08
|
JUL 10, 2025
10/07/25 - US Markets Wrap: To buy or not to buy (on the dips)?
Alex Morris, CEO, F/m Investments discusses why momentum does not always equate to optimism, and why investors should not try to buy on the dips in the current market.
Produced/Presented: Ryan Huang
|
|
|
|
|
10:57
|
JUL 9, 2025
09/07/25 - US Markets Wrap: US sabre-rattling with tariffs to weaken the dollar
John Lekas, President and CEO of Leader Capital shares why the U.S. administration may be pursuing a deliberate weak-dollar policy, partly to gain an upper hand in trade with countries like China by making U.S. exports cheaper and putting pressure on foreign economies. He believes that the U.S. administration is using tariff threats mainly as sabre-rattling - as a strategy to weaken the dollar rather than a serious trade policy.
Produced/Presented: Ryan Huang
|
|
|
|
|
07:33
|
JUL 8, 2025
08/07/25 - US Markets Wrap: US stocks knocked lower by tariff worries
Frank Cappelleri, Founder and President, CappThesis unpacks how Wall Street’s major indices closed lower, on the latest developments from US President Donald Trump announcing hefty tariffs against Japan, South Korea and other trading partners. He also looks at how much weight we should be putting on the recent formation of a Golden Cross for the S&P500.
Produced/Presented: Ryan Huang
|
|
|
|
|
07:22
|
JUL 3, 2025
03/07/25 - US Markets Wrap: US-Vietnam deal pushes markets to new highs
Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.
Produced/Presented: Ryan Huang
|
|
|
|
|
09:16
|
JUL 2, 2025
02/07/25 - US Markets Wrap: US equities remain a good bet for investors
Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment.
Produced / Presented: Emaad Akhtar
|
|
|
|
|
09:18
|
JUL 1, 2025
01/07/25 - US Markets Wrap: Markets hit record high for 2nd straight day
Jason Britton, Founder and CIO, Reflection Asset Management looks at how the latest market highs have been achieved on the back of the news that Canada decided to rescind its digital service tax in an attempt to bring the US back to the negotiating table. He also unpacks his outlook on various sectors including retail, energy and technology.
|
|
|
|
|
08:59
|
JUN 27, 2025
27/06/25 - US Markets Wrap: USD under pressure as Trump eyes new Fed Chair
Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell.
Produced/Presented: Ryan Huang
|
|
|
|
|
08:46
|
JUN 25, 2025
25/06/25 - US Markets Wrap: Staying optimistic amidst Middle East uncertainties, eyeing AI
Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.
|
|
|
|
|
10:02
|
