1 November 2024
US Markets Wrap: How big will the next rate cut be?
Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting.
She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approaching the tech space.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

Download this podcast.

Listen To His Previous Podcasts:

12 September 2024
US Markets Wrap: How much volatility will we will see in the stock markets as the US Presidential Election progresses, based on what we’ve seen historically?
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on how the US Presidential Election is impacting movements in the markets, how the Trump trade is set to pan out in the coming months, rate cut expectations, as well as on portfolio basis, whether she'd be leaning towards the small and mid-cap space away from tech.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: ABC News

Download this podcast.

31 July 2024
US Markets Wrap: Tech Tumbles & FOMC Expectations
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on AI monetisation, what investors should be thinking about when considering whether now is the right time to cash into the AI sector, expectations for the FOMC meeting later this week, as well as how earnings from companies that are seeing a shift in consumer spending might play out for the US economy.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Simone Chuah
Photo credits: Andrew Kelly/Reuters

Download this podcast.

5 June 2024
US Markets Wrap: Focusing on macro-economic data & throwing caution to expensive technology names
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the lack of catalysts in the markets in recent days, non-farm payrolls, rotation away from certain sectors following the latest earnings season and the levels of AI exposure currently.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

19 April 2024
US Markets Wrap: Small caps; bonds; where to invest your inheritance; could Wall Street be mistaken that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend?
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether Wall Street is mistaken in its hope that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend, possible effects of the US, Japan and South Korea consulting closely on foreign exchange market developments, and if the bonds market has the potential to generate positive returns.
She also weighs in on whether small cap stocks are on the verge of a negative technical trend, what investors who are deciding where to place their inheritance money in when it comes to investing, and the uncertainties faced by businesses looking for buyers.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

27 February 2024
US Markets Wrap: The Tightening Fed
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on whether stocks and bonds are oversold, current financial conditions and the Fed's journey to tame price pressures, what a sustainable inflation looks like, as well as how investors should be navigating the current bull market.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

17 January 2024
US Markets Wrap: Will Inflation Pop The Party Balloons For US Consumers in 2024?
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on how soon we might see rate cuts, strength of the US economy, whether US consumers will be feeling the pinch from inflation levels in 2024, and if we'll be seeing more support for smaller companies.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

Download this podcast.

13 December 2023
US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors explains the latest reversal in market sentiments, why the Fed's changes are taking so long to take effect, and how long the effects will linger in the US economy after taking effect.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

14 September 2023
US Markets Wrap: What the Fed will be looking for ahead of the FOMC meeting next week
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares insights on the driver behind the hotter than expected CPI, whether the Fed will leave rates elevated for longer and what they'll be watching out for ahead of the FOMC meeting next week.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

14 June 2023
US Markets Wrap: Whether AI translates into better profitability and earnings remains to be seen, says Brenda Vingiello from Sand Hill Global Advisors
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her expectations on where the Fed policy is heading, as well as sentiments on the tech sector, employment landscape and earnings, coming on the back of rising costs.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.