24 October 2024
US Markets Wrap: Fed's Right Sizing - Can the Fed bring down inflation without causing a recession?
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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Listen To Her Previous Podcasts:

27 September 2024
US Markets Wrap: Is China still investable & should investors hop on the AI bandwagon?
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what's lifting the markets currently, crisis of confidence when it comes to consumer spending in China, AI fueling Micron Technology's strong earnings and why gold and money markets are on her playbook for the rest of the year.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters, Getty Images, Shutterstock, pixabay & its talented community of contributors

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2 August 2024
US Markets Wrap: Have we finally left ‘elevated’ inflation blues behind?
Nadine Terman, CEO & CIO, Solstein Capital shares her takeaways on the latest earnings revolving mega cap tech giants, Apple and Amazon, whether the economy is leaving elevated inflation blues behind, if she foresees debt further easing in 2025, and whether we'll be seeing further weakness in the US labour market moving forward.
Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Simone Chuah
Photo credits: Andrew Kelly/Reuters

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13 June 2024
US Markets Wrap: Clue on rate cuts later in 2024?
The FOMC maintained the target range for the fed funds rate at 5.25% - 5.50% at the conclusion of the June meeting, while continuing to stress that rate cuts will remain elusive until policymakers have gained sufficient confidence that inflation is on a path to return towards the 2% target, despite today's cooler-than-expected CPI.
Fed Chair Jerome Powell says it’s too soon to tell if Fed policy is ‘sufficiently restrictive’ and that the recent strong jobs data might be slightly “overstated,” indicating that benchmark revisions could be on the way.
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on the latest Fed direction and where markets are headed.
Presented by: Audrey Siek
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: iStock

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25 January 2024
US Markets Wrap: Will the Fed issue a rate cut in March?
Nadine Terman, CEO & CIO at Solstein Capital shares her expert insights on how she is reading into the optimism in the markets right now, what earnings say about the health of the markets, how the consumer appetite might pan out in the coming months, as well as her expectations on the Fed's next move.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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26 October 2023
US Markets Wrap: Trick or Treat on the Stock Markets
Nadine Terman, CEO & CIO, Solstein Capital shares her outlook on the Fed's potential moves in the coming weeks and how investors are navigating the uncertainties, as well as her strategy with the China markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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26 September 2023
US Markets Wrap: How are markets reacting to the potential US Government shutdown?
Nadine Terman CEO & CIO, Solstein Capital shares her insights on what's driving the markets as we head closer to a potential US Government shutdown, whether the recent big moves in duration bonds are signalling the start of a rally, and her advice on whether investors should be keeping short or long.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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3 August 2023
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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10 May 2023
US Markets Wrap: With US CPI figures upcoming, how are markets pricing in as debt ceiling talks continue?
Stocks closed lower as investors ready themselves for key inflation reports due later this week and progress on the US debt limit.
Nadine Terman, CEO & CIO of Solstein Capital shares her analysis on how markets are pricing in on jittery moments as investors wait out for progress on the US debt ceiling debates, where investors should be looking to for safety and what the stock buybacks in the tech space mean for investors.
Presenter: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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