9 October 2024
US Markets Wrap: Are Buybacks Back? And are Buybacks Good or Bad?
After falling to their lowest level last year, the total number of announced global corporate buybacks has been improving throughout this year. With the Federal Reserve cutting interest rates by a half point two weeks ago, buyback activity is likely to pick up, and continue the upward trend seen thus far in 2024. Matt Maley, Chief Market Strategist at Miller Tabak shares what he's taking away from the recent buyback action.
He also dives into the latest oil price movements and his sentiments on the earnings guidance given the recent jumbo rate cut by the Federal Reserve.
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 His Previous Podcasts:

10 September 2024
US Markets Wrap: How much agility is needed to face up to upsized moves in the markets, especially in tech?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on investors' agility as the technology sector surfs through a topsy turvy wave that sent markets up and down in recent weeks, small-cap and large-cap stocks have jockeyed back and forth for leadership during the third quarter, as well as expectations on what to expect from the the upcoming FOMC meeting.
Presented by: Willie Keng
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Getty Images

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16 August 2024
US Markets Wrap: Global Entertainment & Media Outlook; Sectors to watch out as DNC nears
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on potential fireworks that might be seen in the markets in the next week when the Democratic National Convention takes place, sectors that he is keeping an eye out for, and his takeaways from Disney's latest earnings.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AaronP/Bauer-Griffin/GC Images

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27 March 2024
US Markets Wrap: Congress has its eye on US money going into China. How significant is that for investors?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its highs for the year.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP

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22 February 2024
US Markets Wrap: Should investors jump on the bandwagon of momentum?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on where investors should be positioning themselves between bonds and stocks, and whether they should be jumping on the bandwagon of momentum, coming on the back of high interest rates.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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29 November 2023
US Markets Wrap: Will Fed Governor Christopher Waller's confidence on the current policy on inflation last right till the year-end?
Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on Fed Governor Christopher Waller's confidence that the current policy is “well positioned” to slow the economy and bring inflation back to 2%, as well as sentiments around energy, consumer demand and property.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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6 October 2023
US Markets Wrap: Key worries for real estate, healthcare and technology, amid US government turmoil
Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on whether markets are turning around, how markets are pricing in on the elevated rates, as well as the robustness across employment, real estate, healthcare and technology.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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14 July 2023
US Markets Wrap: Fed's having a tough time reducing wage inflation, especially with infrastructure projects kicking in, says Matt Maley from Miller Tabak
Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on the four-day winning streak for the major averages, greedflation, how much the Inflation Reduction Act will help in managing inflation, as well as the slower growth in China.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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24 May 2023
US Markets Wrap: Cracks starting to show up in consumer strength, says Miller Tabak's Matt Maley
Matt Maley, Chief Market Strategist at Miller Tabak shares his perspective on whether the banking turmoil is gradually easing, if an expected consumer spending deterioration is on the cards especially as core inflation remains hot, and whether the recent NASDAQ outperformance was an anomaly.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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