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 4, 2025
04/06/25 - US Markets Wrap: Growth picture remains solid despite OECD's slashed forecasts
Todd Rabold, Investment Management Partner, Callan Family Office discusses the main highlights from the economy's stellar performance in May, whether the OECD's slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated.
Produced/Presented: Emaad Akhtar
Image: Pixabay
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08:25
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JUN 3, 2025
03/06/25 - US Markets Wrap: Tariff tantrums, what do markets do next?
Jason Britton, Founder and CIO, Reflection Asset Management discusses how the continuing sign of the times will be Trump's tariffs and the administration's willingness to subject the US economy to tantrums while the Federal Reserve looks to see what, if any, actual effects permeate the economy, and whether those effects cool inflation and or slow job growth.
Produced/Presented: Ryan Huang
Image: Pixabay
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08:34
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MAY 30, 2025
30/05/25 - US Markets Wrap: Consumers have not given up, growth stocks remain the story
Michele Schneider, Chief Strategist, MarketGauge Group looks at the pockets of strength in the markets led by retail and semiconductors - reflecting how consumers have not given up, and the growth stocks remain the story. She zooms in how in the retail space, the vanity trade based on the domino effect of the diet drugs is waking up-from a trend to a megatrend.
Produced/Presented: Ryan Huang
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09:43
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MAY 29, 2025
29/05/25 - US Markets Wrap: Tech & quality are the places to be
Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management discusses how Nvidia's latest earnings report reflects how the AI wave is real - which is why tech and quality are the places for investors to be.
Produced/Presented: Ryan Huang
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07:46
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MAY 28, 2025
28/05/25 - US Markets Wrap: New monthly highs on the horizon?
Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares why he believes the broader markets (SPX, QQQ) have generally not broken their uptrends. He also looks at how Apple is positioned after going through range-bound consolidation lately. Newton adds his views on why Copper is worth looking at and the various ways to approach investing in it.
Produced/Presented: Ryan Huang
Image by Geralt via Pixabay
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10:28
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MAY 27, 2025
27/05/25 - US Markets Wrap: Too late to jump on defensive trades
Mark Giambrone, Head of US Equities and Portfolio Manager / Analyst, Barrow Hanley Global Investors discusses why now may be a better time to start scouting for undervalued riskier assets, amid the uncertainty from the tariff environment.
Produced/Presented: Ryan Huang
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09:28
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MAY 23, 2025
23/05/25 - US Markets Wrap: Tax bill narrowly clears House, raises US deficit fears
Dilin Wu, Research Strategist, Pepperstone discusses the significance of US policy makers approver a bill - with tax cuts and increased military spending - estimated at nearly $4 trillion. She also reviews the opportunities in the Hang Seng Index and Gold.
Produced/Presented: Ryan Huang
Image by Qimono via Pixabay
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09:03
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MAY 22, 2025
22/05/25 - US Markets Wrap: Weak bond auction weighs on market sentiment
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital discusses the spike in bond yields following a weak auction of 20-year bonds. The selloff in long term debt saw equity markets having their worst session in a month, with the S&P 500’s slide topping 1.5%. He also discusses the implications of a weakening greenback.
Produced/Presented: Ryan Huang
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11:20
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MAY 21, 2025
21/05/25 - US Markets Wrap: Tech sell off snaps Wall Street's six-day winning streak
Kyle Rodda, Senior Financial Market Analyst at Capital.com discusses the tech sell off weighing on markets in the latest Wall Street session, which snapped a six-day winning streak. He also shares why he is short on the USD and long on gold.
Produced/Presented: Ryan Huang
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10:25
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MAY 20, 2025
20/05/25 - US Markets Wrap: Investors shake off US debt grade
George Schultze, Founder and Managing Member at Schultze Asset Management discusses how despite recent easing of U.S.-China trade tensions, significant uncertainties persist. He shares why more investors are looking beyond the US to other markets for better opportunities.
Produced/Presented: Ryan
Image: Pixabay
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09:30
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