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.
JUL 12, 2023
12/07/23 - US Markets Wrap: Where are global funds flowing to in today's changing landscape
From the surge in liquidity funds to the impact of A.I. and gaming mandates, Cameron Brandt, Director of Research at EPFR weighs in onhow these factors are reshaping the investment landscape.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:14
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JUL 11, 2023
11/07/23 - US Markets Wrap: Pay attention to every bit of information, then think about whether it's a headwind or tailwind, says John Gagliardi from Fidelity Investments
John Gagliardi, Vice President and Regional Brokerage Consultant at Fidelity Investments gives an analysis on what's leading the markets, Fed movements, whether investors should be looking out for a stock market or economic recession, as well as market opportunities to watch out for.
Presented by: Ryan Huang / Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng.
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09:10
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JUL 7, 2023
07/07/23 - US Markets Wrap: Apple is still undervalued, says Naeem Aslam from Zaye Capital Markets
Naeem Aslam, Chief Investment Officer at Zaye Capital Markets and Columnist at NASDAQ weighs in on market sentiment about a US recession, will there be a lower inflation in Q3 plus what's next for Apple after it crossed the $3 trillion value?
Presented by: Ryan Huang / Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng
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09:41
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JUL 6, 2023
06/07/23 - US Markets Wrap: We're getting towards the end game for Fed rate hikes, says Mark Newton from Fundstrat Global Advisors
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors weighs in on potential Fed rate hikes in the coming months, defensive sectors, whether the market rally is broadening out and if the NASDAQ is currently overbought.
Presented by: Ryan Huang
This podcast is produced by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:16
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JUL 4, 2023
04/07/23 - US Markets Wrap: US inflation likely to trend down to the Federal Reserve's target of 2%, says Mark Matthews from Julius Baer
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer analyses the overnight action in the US markets, trends surrounding inflation and recession, how consumers are reacting to those changes and whether he is expecting rate cuts by end of the year.
Presented by: Ryan / Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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08:03
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JUN 30, 2023
30/06/23 - US Markets Wrap: Evaluating Tech, Energy, China and Fed Chair's influence
In this last US Markets Wrap of the first half of 2023, Katie Stockton, Founder & Managing Partner of Fairlead Strategies explores whether now is the time to take an offensive stance in the tech sector and beyond.
She also analyzes Micron's unexpected stock decline despite positive earnings, the susceptibility of the energy sector to oil price fluctuations, the significance of China's role in the second-half, and the market's response to Federal Reserve Chair Jerome Powell's statements.
Presented by Sean Cheong / Produced by Yeo Kai Ting (ykaiting@sph.com.sg)
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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10:06
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JUN 28, 2023
28/06/23 - US Markets Wrap: The Fed's Goldilocks Dilemma - Rates, Recessions, and Defensive Strategies
From market volatility to recession signals, the Fed has a difficult task ahead of maintaining a delicate balance of its defensive strategies.
So, how should investors position themselves in the second half of 2023?
Should investors be optimistic about the recent momentum and go with the A.I. hype?
Victoria Fernandez, Chief Market Strategist at the Crossmark Global Investments gives us her take on the markets right now and the year ahead.
Presented by: Sean Cheong
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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12:16
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JUN 27, 2023
27/06/23 - US Markets Wrap: Tech pullback expected to be short-lived, says Perry Switzer from The Jeffrey Matthews Financial Group
Perry Switzer, Vice President for Investments at The Jeffrey Matthews Financial Group shares his take on the pullback in technology giants overnight, how markets are pricing in on the crisis between Russia President Vladimir Putin and private mercenary Wagner Group, as well as expectations for the market heading into the last trading week of the first half of 2022.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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10:28
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JUN 23, 2023
23/06/23 - US Markets Wrap: Retail investors are throwing money into stocks, particularly Tesla, Apple and Nvidia, says David Dietze from Peapack Private Wealth Management
David Dietze, Managing Principal and Senior Investment Strategist at Peapack Private Wealth Management discusses the tug-of-war between the bull and bear markets, whether the tech sector will continue a bullish outlook and if markets are pricing in on the Fed's warning of two additional rate hikes in coming months.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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11:36
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JUN 22, 2023
22/06/23 - US Markets Wrap: Fed seems very willing to keep rates higher for longer, says NovaPoint Capital's Joseph Sroka
Joseph Sroka, Chief Investment Officer and Co-Founder of NovaPoint Capital weighs in on US Fed Chair Jerome Powell comments on inflation and employment, as well as what he is focused on for the rest of the trading weeks in June.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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06:49
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