Cameron Brandt, EPFR
Cameron Brandt, EPFR
22 December 2023
US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
Cameron Brandt, Director of Research, EPFR shares his insights on how markets are reacting to the last Fed policy meeting so far, how the energy sector is set to sail in the coming year ahead, given the latest developments in the Middle East and Red Sea, as well as where the money flow is going next year?
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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Listen To His Previous Podcasts:
28 November 2023
US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?
US stocked edged lower early this week, ending the session modestly in the red, with investors taking a post Thanksgiving pause as the holiday shopping season kicked in to high gear and retailers lured bargain hunters with Cyber Monday deals.
Cameron Brandt, Director of Research at EPFR weighs in on consumer sentiments as retailers continue to entice people to spend this year-end, whether companies will continue with their stock buybacks, as well as expectations for next month's FOMC meeting and where rates might go.
Presented by: Audrey Siek
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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6 October 2023
US Markets Wrap: Are the odds on the downside for the US consumer?
Cameron Brandt, Director of Research at EPFR shares his perspectives on how markets are moving against the latest jobs landscape in the US, strength of the American consumer, as well as an outlook on oil prices.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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17 August 2023
US Markets Wrap: Will recent economic data force policymakers into more aggressive stimulus in Q2?
Cameron Brandt, Director of Research at EPFR shares his insights on inflation numbers, market momentum on the back of uncertainty on the political developments, and whether investors are moving towards gold, hedging against inflation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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12 July 2023
US Markets Wrap: Where are global funds flowing to in today's changing landscape
From the surge in liquidity funds to the impact of A.I. and gaming mandates, Cameron Brandt, Director of Research at EPFR weighs in on how these factors are reshaping the investment landscape.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Download this podcast.