16 October 2024
US Markets Wrap: Is China’s stimulus the secret sauce to drive economic improvement, and how will that impact US growth?
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season.
She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Nurphoto | Getty Images

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25 June 2024
US Markets Wrap: Is it time for a rotation from AI, or not?
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on approaching the AI space, what's a better entry point for AI names and what's holding back the small caps.
She also touches on investors' sentiments surrounding the G7 leaders' focus on China and the war, against a backdrop where the US Presidential Election is just a few months away.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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12 April 2024
US Markets Wrap: Should investors fear the complexity of emerging markets?
US producer prices increased moderately in March as a rise in the cost of services was softened by a fall in goods prices, calming fears of a resurgence in inflation.
The report from the US Labor Department led economists to anticipate milder increases in the inflation measures tracked by the Federal Reserve for monetary policy relative to the strong consumer price readings in March.
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on whether the sell-off following a hot consumer prices report signals hope that we might not see a resurgence in inflation and if investors are too bullish at this point.
She also weighs in on the complexities, opportunities and risks posed by emerging markets, whether leading industries are in the process of losing steam, and the direction of the overall market health.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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2 February 2024
US Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain Fed
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP shares her insights on the brutal decline overnight, sentiments surrounding how the tech sector is faring, whether 2024 looks like a banner year for the Magnificent Seven, and how the Fed's latest message might play out when it comes to giving stocks direction.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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