8 November 2024
US Markets Wrap: Could potential tariffs under Trump 2.0 be inflationary?
Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the momentum behind the Trump bump, effects on the markets should Trump lower corporate taxes and loosen regulations, inflationary pressures and whether the Fed could be looking to change their policy pace given Trump's anticipated return to the White House in January.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Jim Watson | Afp | Getty Images

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24 September 2024
US Markets Wrap: Rate Cut Tailwinds & Further Room For Rotation Run Into Small Caps
Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Adobe Images

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28 June 2024
US Markets Wrap: How are markets pricing in Biden & Trump’s Presidential Debate?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on how markets are reacting to the first in-person showdown of the 2024 campaign between President Joe Biden and his predecessor, former President Donald Trump.
He also talks about current consumer patterns and where some investors might be looking to rotate to beyond tech.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: CNN/ John Nowak

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23 May 2024
US Markets Wrap: Time to invest in more contrarian stocks
Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses which parts of the market are looking undervalued, how much more upside Nvidia might have after a strong run and solid Q1 results, as well as sectors he is keeping away from.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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24 April 2024
US Markets Wrap: Is the run over for the seven stocks that drove the lion's share of the stock market rally over the past year?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on whether the US stock market’s ‘bad breadth’ is making even stalwart bulls nervous, implications of market gains driven disproportionately by a handful of stocks, how investors can approach Magnificent 7 through a different lens, and what the running theme is across the Q1 earnings calls.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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9 January 2024
US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the Magnificent Seven, how the market is pricing in on small, mid and bigger cap stocks, whether 2024 will be a year of normalisation and the areas of focus on investors' minds as the Fed signals rate cuts in the coming months.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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30 November 2023
US Markets Wrap: Has Santa Claus ended his rounds?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the latest movements in the market that seems to be losing steam after an early Santa Claus rally, potential near-term catalysts that the Fed might be looking out for ahead of its meeting in December, as well as sentiments in the property and communications sectors.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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22 August 2023
US Markets Wrap: Is it a good time to be taking profits now?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services weighs in on whether it's a good time to be locking in profits now, undervalued sectors such as communications and real estate, the AI frenzy, as well as whether the China reopening story is set to take flight later this year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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23 May 2023
US Markets Wrap: Pricing & sector analysis ahead of US debt ceiling deal
Dave Sekera, Chief US Market Strategist at Morningstar Research Services gives a deep-dive on how markets are pricing out as Washington nears the June 1 deadline set by US Treasury Secretary Janet Yellen, as well as an analysis on the tech and oil sectors.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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