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.
SEP 4, 2024
04/09/24 - 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
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06:37
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AUG 30, 2024
30/08/24 - US Markets Wrap: Nvidia's Fight To Stay On Top
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital addresses recessionary fears and investors' confidence levels coming on the back of the latest US economic data including weekly jobless claims and Q2 GDP.
He also shares his insights on artificial intelligence darling, Nvidia - whether the surge in AI spending will drive free cash flow for the company, and if it's time for investors to rotate away from the tech sector to the laggards.
Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Nurphoto | Nurphoto | Getty Images
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08:59
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AUG 29, 2024
29/08/24 - US Markets Wrap: Why Utilities and REITs are more favoured during a rate cut scenario
Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on top conviction calls including utilities and REITs, why the Artificial Intelligence and Big Tech worlds are just starting to take flight, and how investors should navigate the bonds and fixed income space.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:58
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AUG 28, 2024
28/08/24 - US Markets Wrap: Riding the Nvidia momentum; consumer insights and latest stock picks
Michele Schneider, Chief Strategist at MarketGauge Group shares her insights on how investors are riding the Nvidia wave, a forecast of how consumer sentiments are headed and her latest stock picks, including RIVIAN, SLG and BLOK.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:04
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AUG 27, 2024
27/08/24 - US Markets Wrap: Is the US employment landscape showing cracks? And why the refinancing surge could unlock a big part of the economy.
Ryan Detrick, Chief Market Strategist, Carson Group shares his insights on America's employment landscape, and how markets are pricing in the rotation away from tech once again, the US Presidential Election, and why the recent refinancing surge could unlock a big part of the economy that has struggled.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP
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09:47
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AUG 23, 2024
23/08/24 - US Markets Wrap: Harris is ahead of Trump by 1.5 percent in polls, while the betting odds have Trump in favour. What’s happening there?
Alex Morris, CEO, F/m Investments shares his insights on what markets and investors will be looking out for as Kamala Harris sets out a broad picture of her policy vision at the Democratic National Convention and why the better odds have Trump in favour even though Harris is leading in the polls.
He also dives into latest developments in the technology sector and how big of a rate cut markets are pricing in as investors focus on Fed Chair Jerome Powell’s speech at the annual Jackson Hole symposium this week.
Presented by: Audrey Siek
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Bernadette Tuazon/CNN
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07:29
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AUG 20, 2024
20/08/24 - US Markets Wrap: What's the biggest point of disagreement between the bulls & bears? And what windows of opportunities should investors be watching out for?
Todd Rabold, Investment Management Partner at the Callan Family Office shares his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug 10, biggest point of disagreement between the bulls and the bears, whether Lineage's recent IPO presents a window of opportunity for investors, as well as promising areas to watch in the coming days.
Presented by: Emaad Akhtar
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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09:22
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AUG 16, 2024
16/08/24 - US Markets Wrap: Global Entertainment & Media Outlook; Sectors to watch out as DNC nears
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on potential fireworks that might be seen in the markets in the next week when the Democratic National Convention takes place, sectors that he is keeping an eye out for, and his takeaways from Disney's latest earnings.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AaronP/Bauer-Griffin/GC Images
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07:57
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AUG 15, 2024
15/08/24 - US Markets Wrap: The Consumer is softening. How much pressure will that have on margins?
Christine Short, Vice President of Research at Wall Street Horizon shares her insights on the patchy data of late, observations on how consumers are spending and whether all of that will weigh down on business in the coming quarter.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:00
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AUG 14, 2024
14/08/24 - US Markets Wrap: Starbucks Replaces CEO With Chipotle’s Superstar Brian Niccol; Pressure on Boeing & Market Sentiments On A Roller Coaster Ride
Brian Niccol, who has held the top position at Chipotle since 2018, will take the helm of Starbucks starting September. He will replace Laxman Narasimhan, whose relatively brief tenure began in March last year, when he took over from Howard Schultz and became the first chief executive to come from outside the company.
David Dietze, Managing Principal at Peapack Private weighs in on Starbuck's latest move, pressure on Boeing at the moment, and how inflation is driving market sentiments. He also shares insights on Scotiabank paying US$2.8 billion for minority stake in US regional bank KeyCorp.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Stephen Brashear / AP / Starbucks / Boeing/Afp Via Getty Images
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07:28
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