23 August 2024
US Markets Wrap: Harris is ahead of Trump by 1.5 percent in polls, while the betting odds have Trump in favour. What’s happening there?
Alex Morris, CEO, F/m Investments shares his insights on what markets and investors will be looking out for as Kamala Harris sets out a broad picture of her policy vision at the Democratic National Convention and why the better odds have Trump in favour even though Harris is leading in the polls.
He also dives into latest developments in the technology sector and how big of a rate cut markets are pricing in as investors focus on Fed Chair Jerome Powell’s speech at the annual Jackson Hole symposium this week.
Presented by: Audrey Siek
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Bernadette Tuazon/CNN

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4 July 2024
US Markets Wrap: Why Nvidia is feeling the love again after steep sell-off
Nvidia stock staged a comeback after a multi-day sell-off that cost the US chipmaker its crown as the world’s most valuable public company.
Alex Morris, CEO of F/m Investments shares his insights on whether investors should continue this rally this ride on Nvidia or start rotating elsewhere before it's too late. He also weighs in on the latest FOMC minutes.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Josh Edelson/ AFP/ Getty Images

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8 May 2024
US Markets Wrap: Great time to be in bonds for the coupons
Alexander Morris, Chief Executive Officer, F/m Investments, discusses why investors should look more closely at longer term duration bonds and not to be overly worried about timing their trades perfectly.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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13 March 2024
US Markets Wrap: Are North American power markets' path to decarbonisation trickier with Chinese EVs in the picture?
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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30 January 2024
US Markets Wrap: When will the Fed start cutting rates?
Alexander Morris, Chief Investment Officer, F/m Investments shares his insights on the Fed's fight against inflationary pressures and where that's headed, as well as impact of companies having to cut back on prices.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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27 December 2023
US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US Presidential Election is set to move markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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15 November 2023
US Markets Wrap: How long more will it take for the Fed to reach its targetted inflation level?
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on what the normalised inflation for the US economy might look like moving forward, what the Fed might do in the coming months, whether he is expecting a US government shutdown, and how will this might impact markets.
Presented by: Willie Keng
Produced and edited by: Yeo Kai Ting (ykaiting@sph.com.sg)

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