20 December 2024
US Markets Wrap: The Fed Pulls a Grinch
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether we will see a Santa Claus rally this year and his concerns over the breadth of that rally. He also shares whether investors should dial back on their expectations for 2025.
Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Jacquelyn Martin / AP

Download this podcast.

Listen To His Previous Podcasts:

6 November 2024
US Markets Wrap: What are investors' concerns coming on the back of the US Presidential Election?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on how investors are expected to react to the outcome of the US Presidential Election, the overall movements in the US economy and Dollar, as well as his advice to clients for the next few days.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Stephanie Scarbrough / AP

Download this podcast.

4 September 2024
US Markets Wrap: Navigating a historically turbulent September
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on what's driving declines seen in Nvidia of late, why September is historically a weak month and which sectors capital flows are rotating into.
Presented by: Willie Keng
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

Download this podcast.

3 July 2024
US Markets Wrap: Where is the US Dollar headed & what will encourage Americans to spend?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest earnings season, what will encourage consumers to spend and the effects of interest rate movements on the US Dollar moving ahead.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

4 June 2024
US Markets Wrap: Will growth in equities normalise?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest movements in the oil and energy space, expectations on nonfarm payrolls data coming out later this week, job creation and the Goldilocks sweet spot in the markets currently.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

3 April 2024
US Markets Wrap: Are dividend growth stocks the best now-and-later approach to boost income and cushion inflation?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether markets will be able to keep the Q1 momentum going in Q2, if investors should be looking at dividend growth stocks to boost income and cushion inflation, as well as whether it's the right time to invest in the strength of the cyclical equities?
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

28 February 2024
US Markets Wrap: Are the good earnings of late too much of a good thing?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group weighs in on what investors should be wary about, whether the good earnings we're seeing will change as consumer confidence levels take a dip, when and if the Fed will continue with a rate cut, as well as the kind of stocks may be pressured if Congress fails to reach an agreement on the budget in due time.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

Download this podcast.

3 January 2024
US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on the mixed performance investors are seeing in the markets right now, how much the small caps performance reflect how the US economy is faring and investors' risk appetite for cryptocurrency as bitcoin celebrates its 15th birthday today.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

12 October 2023
US Markets Wrap: Have the rate hikes done their job?
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group. shares his analysis of consumer sentiments coming on the back of price hikes, and how the market dynamics are changing against an uncertainty both in the economic and political space.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

1 August 2023
US Markets Wrap: Are consumer wallets in the US tightening?
Sonu Varghese, Vice President and Global Macro Strategist at Carson Group shares his insights on consumer spending trends coming on the back of the latest earnings season, whether a recession is still expected and the Fed's positioning for the rest of the year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.

13 June 2023
US Markets Wrap: Investors are pricing in at most one rate cut, says Carson Group's Sonu Varghese
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group weighs in on the new bull market, elevated inflation levels, how markets are pricing in ahead of the upcoming FOMC meeting, as well as where energy sector stands.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.