US Markets Wrap

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are reading too much into signs of a breakout in crude oil. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Ian McMillan, Market Technician, Client First Tax and Wealth Advisors shares his insights on whether this is a time for investors to take profits, Magnificent Seven starting to lose steam, as well as signs that inflation is slowly moderating.  Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Michele Schneider, Chief Strategist, MarketGauge Group shares her expert opinions on the inflation return, why she's watching silver, oil and sugar, what junk bonds are telling investors about the risks in the economy, as well as the optimism surrounding big-tech right now even as we see growing calls for Google's CEO to step down. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

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 

James McCann, Deputy Chief Economist, abrdn shares his insights on impact the US Presidential Elections might have on markets in following months, the partial government shutdown deadline, stimulus down the road coming on the back of China's Two Sessions, as well as interest rate expectations. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Ryan Detrick, Chief Market Strategist at Carson Group shares his insights on the recent pullback from record highs, how much optimism investors should hold when it comes to gold and bitcoin, whether it's a good time to jump to technology stocks at the moment, and what we should be expecting on the Fed front in the coming weeks. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

Quotes of the day: “The best investing is always a negative art." "There's a lot of different ways to skin a cat." Our expert panel Chris Chavez, Analyst, Blue Creek Capital Management/Blue Line Capital and Cole Smead, CEO & Portfolio Manager, Smead Capital Management weigh in on the how markets are reacting to expectations surrounding upcoming Fed rate cuts coming on the back of the latest PCE data, chances of a hike instead of a cut, how businesses likeUS burger chain Wendy's are looking to adopt new business models, interest surrounding AI right now, optimism surrounding the energy sector, as well as what investors should be looking out for as they navigate 2024. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg)  Graphics credits: pixabay & its talented community of contributors 

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