14 November 2024
US Markets Wrap: Wall Street girds for Trump 2.0 - More tariffs, tax cuts and volatility. Is a consolidation around the corner?
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether markets are showing signs of fatigue post-election, how changes in policies moved the technicals in the markets historically, and whether small caps are set to outperform in the new Trump era.
He also weighs in on consumer spending expectations with a second rate cut still on the cards as we head into December.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors; Getty Images

Download this podcast.

Listen To His Previous Podcasts:

13 September 2024
US Markets Wrap: A Mixed Bag - Optimism Despite A Nervous Market
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors dives into motivation behind the optimism and market tailwinds at the moment, how the latest data is driving some short term fear, as well as what is on his playbook going into the rest of the year.
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.

30 May 2024
US Markets Wrap: Nvidia to rally further into its stock split
Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his view on how much momentum is left behind Nvidia which is reaching closer to his target prices sooner than expected. He also looks at how the recent Technology rally has disguised some of the underperformance in important sectors like Healthcare.
Produced/Presented by: Ryan Huang

Download this podcast.

17 April 2024
US Markets Wrap: Will Q1 Earnings Season Turn Markets Around? And are rate cuts are delayed till further notice?
2024 may not be the Year of Change, but we’re seeing some promising Q1 earnings right there this week. Both Bank of America and Morgan Stanley topped expectations. Buybacks and dividend increases were on the rise in Q1. On this episode of US Markets Wrap, Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether Q1 earnings season turn markets around?
With the Wall Street stocks ending little changed as markets digested mixed economic data and Federal Reserve commentary suggesting interest rates would remain high for longer, Mark also weighs in on whether rate cuts are delayed till further notice, when the Fed is expected to make its next move, how long worries over geopolitical tensions will last, as well as the implications of the faster economic growth in China in Q1 2024.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

16 January 2024
US Markets Wrap: How will rate cuts be priced into the markets?
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors weighs in on the current market momentum and how markets are looking to price in rate cuts, how the banking sector is navigating headwinds so far, as well as the strength of the US Dollar in the coming months.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

Download this podcast.

14 December 2023
US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?
Chief Market Technician, Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his analysis on expected effects of the Fed’s acknowledgement that the inflation “has eased” over the past year, how the rate cut dot plot would potentially look, how cautious investors should be as US equity valuations remain frothy compared with historical standards, and how bullish election-year seasonality will be for the markets in 2024.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

11 October 2023
US Markets Wrap: How optimistic are investors & should the turbulence in US domestic politics be taken into account?
Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his analysis of how the market cycle is moving against a patchy economic landscape and turbulent domestic politics in the United States, as well as sectors that are looking attractive at the moment.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

6 September 2023
US Markets Wrap: Does September look gloomy for the markets?
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his analysis on what markets might look like in September which is traditionally seen as the worst month of the year, how rates and small caps are panning out, as well as optimism surrounding energy markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Download this podcast.

6 July 2023
US Markets Wrap: We're getting towards the end game for Fed rate hikes, says Mark Newton from Fundstrat Global Advisors
Mark Newton, CMT,  Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors weighs in on potential Fed rate hikes in the coming months, defensive sectors, whether the market rally is broadening out and if the NASDAQ is currently overbought.
Presented by: Ryan Huang
This podcast is produced by Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

3 May 2023
US Markets Wrap: Fundstrat’s Mark Newton expects the VIX to bottom out; healthcare a favourite & tech a camouflage
Stocks tumbled overnight on Wall Street as jitters around contagion in the regional banking sector returned ahead of the Federal Reserve’s rate decision.
Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors analyses the banking turmoil, VIX index and what the technicals say about the healthcare, tech & banking sectors.
Presenter: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.