17 December 2024
US Markets Wrap: A tale of two markets - Is disinflation fading in the US?
David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this Christmas.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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5 November 2024
US Markets Wrap: An analysis of how Warren Buffet is approaching the markets
David Dietze, Managing Principal, Peapack Private shares his insights on how unemployment weighing on the US economy and markets, market reactions to the US Presidential Election that is just around the corner, as well as Warren Buffet approach in the markets in Q3.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Daniel Zuchnik/WireImage

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2 October 2024
US Markets Wrap: How markets are reacting to Iran’s attack on Israel & massive US port strikes
David Dietze, Managing Principal at Peapack Private shares his insights on how markets are responding to the attack by Iran on Israel; potential effects of the strikes at America's East and Gulf Coast ports, with a dive into FedEx and UPS; and how he would advice clients to position themselves in Q4 2024.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Avishag Shaar-Yashuv/The New York Times, Ryan Collerd/AP

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14 August 2024
US Markets Wrap: Starbucks Replaces CEO With Chipotle’s Superstar Brian Niccol; Pressure on Boeing & Market Sentiments On A Roller Coaster Ride
Brian Niccol, who has held the top position at Chipotle since 2018, will take the helm of Starbucks starting September. He will replace Laxman Narasimhan, whose relatively brief tenure began in March last year, when he took over from Howard Schultz and became the first chief executive to come from outside the company.
David Dietze, Managing Principal at Peapack Private weighs in on Starbuck's latest move, pressure on Boeing at the moment, and how inflation is driving market sentiments. He also shares insights on Scotiabank paying US$2.8 billion for minority stake in US regional bank KeyCorp.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Stephen Brashear / AP / Starbucks / Boeing/Afp Via Getty Images

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2 July 2024
US Markets Wrap: Is AI monetisation emerging? And the current story behind United Parcel (UPS) and Bristol Myers (BMY).
David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management shares his insights on AI monetisation trends, whether small caps will catch up in 2H, what the US economy looks like now, and if worries over a drop in confidence in where the stock market is headed is warranted.
David also dives into his current stock picks - United Parcel (UPS) and Bristol Myers (BMY).
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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15 May 2024
US Markets Wrap: Will declining profit margins be a concern?
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management discusses potential implications for stock prices amid a trend of declining profit margins. He outlines how inflationary pressures, geopolitics and the Fed's interest rate policy leanings will affect markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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7 March 2024
US Markets Wrap: An analysis on the Federal Reserve's Beige Book
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on the possibility of a soft landing, why he's got his eyes on Pfizer, and latest data in the Federal Reserve's Beige Book.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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8 February 2024
US Markets Wrap: Can The Market Have Its Cake And Eat It Too?
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on whether investors are just being swept off their coat-tails, how the market is reacting on the back of better-than-expected earnings season, coupled with upbeat guidance, if investors can expect more dividend growth opportunities from Walt Disney, which handily beat Wall Street's earnings expectations, lifted by record results at its theme parks and continued cost-cutting efforts.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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1 November 2023
US Markets Wrap: How hawish will the Fed be this time?
David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management weighs in on the mixed optimism in the latest earnings season, how hawish the Fed is expected to be this round, how consumers are feeling about the higher prices and what's the playbook like for investors in the coming year in terms of where to put their money.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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15 September 2023
US Markets Wrap: Are things looking up for the auto sector?
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on how markets are moving amid the nagging inflation, as well as an outlook on the auto sector.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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23 June 2023
US Markets Wrap: Retail investors are throwing money into stocks, particularly Tesla, Apple and Nvidia, says David Dietze from Peapack Private Wealth Management
David Dietze, Managing Principal and Senior Investment Strategist at Peapack Private Wealth Management discusses the tug-of-war between the bull and bear markets, whether the tech sector will continue a bullish outlook and if markets are pricing in on the Fed's warning of two additional rate hikes in coming months.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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