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.
APR 4, 2024
04/04/24 - US Markets Wrap: "Trees don't grow to the moon." Is a reset of the broad markets on the horizon?
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on risks in the economy right now, whether there's optimism in the mega-cap technology space, and if he agrees that the so-called “invincible” stock market of the past five months is the exception, not the norm.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:02
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APR 3, 2024
03/04/24 - 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
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07:54
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APR 2, 2024
02/04/24 - US Markets Wrap: FOMO vs FOMC. Can stocks keep climbing as the Fed stands still?
Rick Bensignor, President of InTheKnowTrader.com shares his insights on factors driving the risk appetite and momentum of investors right now, effects of potential interest rate changes on stocks, and which sectors are set to benefit with the Dollar expected to go up higher.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters
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09:20
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MAR 28, 2024
28/03/24 - US Markets Wrap: What's driving the sunny outlook of CEOs and investors?
Christine Short Head of Research, Global Corporate Events Wall Street Horizon, a TMX Company - shares her insights on CEO sentiments, coming on the back of a new Bank of America survey showing that Wall Street’s optimism is at its highest level since January 2022, expected economic releases tied to personal income, consumer spending and the personal consumption expenditures, as well as the next big test for US corporations which will impact CEO and investor sentiment is Q1 earnings season, set to kick off on April 11 when a handful of big banks report.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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08:00
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MAR 27, 2024
27/03/24 - US Markets Wrap: Congress has its eye on US money going into China. How significant is that for investors?
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its highs for the year.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP
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06:32
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MAR 26, 2024
26/03/24 - US Markets Wrap: Will sweet Easter baskets come at a bitter cost for consumers & investors this year?
Chris Weston, Head Of Research at Pepperstone shares his insights on why Powell’s words mightier than the Fed’s dot plot, why the CPI is following the 1970s, and how investors are reacting to soaring cocoa prices ahead of Easter.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:46
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MAR 22, 2024
22/03/24 - US Markets Wrap: Why are Treasury yields following the Trump polls more closely than Biden's?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on why Treasury yields are following the Trump polls more closely than Biden's, whether a rate cut could widen the underpriced fiscal deficit, cannot be necessarily compensated by the Fed cutting rates when the economy is growing above trend, and how his IPO playbook looks.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:38
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MAR 21, 2024
21/03/24 - US Markets Wrap: Interest rates took the elevator going up but will take the stairs coming down. Is it a net positive overall?
Ben Emons, Senior Portfolio Manager, NewEdge Wealth shares his insights on whether the market will be able to keep its bullishness till the next Fed meeting, and investors' risk appetite in a market powered by megacap technology stocks. He also weighs in on what the Fed is looking out for coming on the back of Fed Chair Jerome Powell's comments that strong hiring in and of itself would not be a reason to hold off on rate cuts, and that wage growth, while still strong, is gradually coming back down to more sustainable levels.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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08:37
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MAR 20, 2024
20/03/24 - US Markets Wrap: The case for bit-flation & how vulnerable is it to flash crash dynamics?
Andy Baehr, Head of Product at CoinDesk Indices shares weighs in on whether bitcoin is set to see a further price-drop coming on the back of the latest flash-crash, driving forces behind the climb in crypto shares in recent days, and what his playbook is looking like in the ethereum space.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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07:19
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MAR 19, 2024
19/03/24 - US Markets Wrap: Why did the US Dollar have a change of heart?
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
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07:37
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