16 April 2024
US Markets Wrap: Have risks shifted from recession to inflation?
Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst at Barrow Hanley Global Investors shares his insights on how long he thinks the temporary pullback we're seeing in the markets will last, whether the oil markets have already priced in the conflict between Iran and Israel and what trouble the Fed is dealing with.
During the rare periods where inflation has turned negative due to sharp economic downturns, bonds have outperformed stocks, as measured by the S&P 500 Index. But as inflation levels rise, that dynamic shifts. With that in mind, Mark also does a deep dive on whether risks have shifted from recession to inflation?
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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29 February 2024
US Markets Wrap: Can the bitcoin rally sustain?
Mark Giambrone, Head of US Equities and Portfolio Manager, Barrow Hanley Global Investors shares his insights on the latest pullback in the markets, crypto markets in the midst of a full-blown rally as Bitcoin briefly touches $64,000 for the first time since November 2021, and how the Presidential Election might affect businesses that have exposure to China.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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5 December 2023
US Markets Wrap: Will Santa Claus crash down the chimney or take a softer landing this December?
Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst, Barrow Hanley Global Investors shares his insights on whether the market is getting ahead of itself, tone to expect from the next Fed meeting, and how the high rates might play out for sectors like retail and property, as well as the impact the upcoming US Elections might have on the markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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27 September 2023
US Markets Wrap: Can the American economy live with a much higher inflation?
Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst, Barrow Hanley Global Investors weighs in on how much higher rates might go, implications of a higher inflation on the American economy and whether the AI boom continues to be a bright spot.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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