US Markets Wrap
About
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
FEB 28, 2024
28/02/24 - 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
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08:29
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FEB 27, 2024
27/02/24 - US Markets Wrap: The Tightening Fed
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on whether stocks and bonds are oversold, current financial conditions and the Fed's journey to tame price pressures, what a sustainable inflation looks like, as well as how investors should be navigating the current bull market.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:11
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FEB 23, 2024
23/02/24 - US Markets Wrap: Bond yields have surprisingly moved higher this year. What did the Street get wrong?
Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest movements for bond yields, when the Fed rate cutes might come and its scale, as well as his playbook for investment allocation for the rest of 2024.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:35
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FEB 22, 2024
22/02/24 - US Markets Wrap: Should investors jump on the bandwagon of momentum?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on where investors should be positioning themselves between bonds and stocks, and whether they should be jumping on the bandwagon of momentum, coming on the back of high interest rates.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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08:32
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FEB 16, 2024
16/02/24 - US Markets Wrap: Does the weaker-than-anticipated retail report negate the higher CPI?
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by the latest movements in energy prices.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:12
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FEB 15, 2024
15/02/24 - US Markets Wrap: Will the Fed make a U-turn to hike interest rates?
Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his insights on the latest Valentines' Day spending, whether bullishness in the markets is still holding as a hotter-than-anticipated inflation reading incited a sell-off, vulnerabilities in the market and if we should be expecting meaningful disinflation.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo/graphics credits: pixabay & its talented community of contributors
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09:46
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FEB 14, 2024
14/02/24 - US Markets Wrap: How are the markets reacting to hotter-than-expected inflation?
Chuck Lieberman, CIO, Advisors Capital Management shares his insights on the hotter-than-expected January inflation figures, how markets are reacting and if the Fed can still pull inflation back to manageable levels without inflicting too much pain on the broader economy, as well as expectations on small caps in the months ahead.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:08
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FEB 13, 2024
13/02/24 - US Markets Wrap: Have markets entered the “no-cut, no-landing” zone?
Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the possibility of a pullback following the recent market rally, expectations surrounding upcoming earnings reports this week, whether investors might have to wait till June for upcoming rate cuts, and how the uncertainty surrounding the Presidential Elections might rock markets in coming weeks.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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10:21
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FEB 9, 2024
09/02/24 - US Markets Wrap: Is the S&P 500's waltz set to last?
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on the S&P 500 topping the 5,000 landmark, how long the rally coming on the back of better-than-expected earnings can sustain, what’s really driving the downtrend in farm exports, as well as his investor playbook outlook.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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06:42
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FEB 8, 2024
08/02/24 - US Markets Wrap: Can The Market Have Its Cake And Eat It Too?
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on whether investors are just being swept off their coat-tails, how the market is reacting on the back of better-than-expected earnings season, coupled with upbeat guidance, if investors can expect more dividend growth opportunities from Walt Disney, which handily beat Wall Street's earnings expectations, lifted by record results at its theme parks and continued cost-cutting efforts.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:50
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