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.
DEC 29, 2023
29/12/23 - US Markets Wrap: Will consumers continue to revenge spend in 2024?
Michele Schneider, Chief Strategist at MarketGauge Group shares her expert analysis on whether investors should be expecting a positive spillover effect in the tech sector in the new year, how lower rates in 2024 will drive consumer spending trends, energy prices, as well as names that are on the top of her radar as we ring in the new year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:07
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DEC 28, 2023
28/12/23 - US Markets Wrap: What's driving earnings growth?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:30
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DEC 27, 2023
27/12/23 - US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US Presidential Election is set to move markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:09
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DEC 22, 2023
22/12/23 - US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
Cameron Brandt, Director of Research, EPFR shares his insights on how markets are reacting to the last Fed policy meeting so far, how the energy sector is set to sail in the coming year ahead, given the latest developments in the Middle East and Red Sea, as well as where the money flow is going next year?
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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07:59
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DEC 21, 2023
21/12/23 - US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?
Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his analysis of how markets are pricing into the Fed's latest moves and drop in yields on 10-year Treasury notes.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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09:07
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DEC 20, 2023
20/12/23 - US Markets Wrap: Should investors shift their playbooks around for 2024?
Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on whether investors need to be thinking about shifting their playbooks around, and how stocks are moving for the tech and oil sectors.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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06:03
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DEC 19, 2023
19/12/23 - US Markets Wrap: Santa’s not slowing down his elves back at the stocks workshop
Kathryn Rooney Vera, Chief Market Strategist of StoneX Group shares her insights on the current Santa Claus rally that we're seeing in the markets right now, whether an overweight in tech is recommended for 2024, what might happen if met with a scenario where inflation re-accelerates, bullishness in the oil sector, as well as risks investors should look out for heading into the new year.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:38
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DEC 15, 2023
15/12/23 - US Markets Wrap: How many rate cuts should investors expect?
Gordon Johnson, CEO & Founder at GLJ Research shares his insights on the momentum of the market rally, investors' expectations revolving the Fed's latest signals on interest rate cuts in 2024, sectors that investors should rotate away from, as well as investors' sentiments surrounding oil and gold.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:55
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DEC 14, 2023
14/12/23 - US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?
Chartered 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)
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11:23
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DEC 13, 2023
13/12/23 - US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors explains the latest reversal in market sentiments, why the Fed's changes are taking so long to take effect, and how long the effects will linger in the US economy after taking effect.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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10:27
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