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.
JUN 21, 2023
21/06/23 - US Markets Wrap: Leading names have become overextended, says David Keller from Sierra Alpha Research
David Keller, CMT, President & Chief Strategist at Sierra Alpha Research, who’s also Chief Market Strategist, StockCharts.com weighs in on the pullback in US growth stocks, low volatility, outlook on outperformers, as well as the relative performance of Consumer Discretionary versus Consumer Staples.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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11:23
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JUN 16, 2023
16/06/23 - US Markets Wrap: Have the bulls have wrestled the markets away from the bears?
Abigail Watt, Research Economist, abrdn shares her take on the latest markets movements following the Fed's latest rate pause, a projection of the US economy coming on the back of underlying inflation issues, and whether investors can expect a soft landing.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:13
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JUN 15, 2023
15/06/23 - US Markets Wrap: Powell did a pretty good job of making a distinction that they are projecting to more hikes this year, but it's not a prediction, says Frank Cappelleri from CappThesis
Frank Cappelleri, Founder and President of CappThesis weighs in of the Fed pause, risks of keeping rates too high, and whether we're at the end of a bear market.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:16
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JUN 14, 2023
14/06/23 - US Markets Wrap: Whether AI translates into better profitability and earnings remains to be seen, says Brenda Vingiello from Sand Hill Global Advisors
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her expectations on where the Fed policy is heading, as well as sentiments on the tech sector, employment landscape and earnings, coming on the back of rising costs.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:16
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JUN 13, 2023
13/06/23 - US Markets Wrap: Investors are pricing in at most one rate cut, says Carson Group's Sonu Varghese
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group weighs in on the new bull market, elevated inflation levels, how markets are pricing in ahead of the upcoming FOMC meeting, as well as where energy sector stands.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:37
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JUN 9, 2023
09/06/23 - US Markets Wrap: VIX index descriptive of an environment transitioning to a bull market, says David Lundgren from MOTR Capital Management & Research
David Lundgren, Founder & Chief Market Strategist, MOTR Capital Management & Research gives his analysis on whether the rise in S&P 500 is signalling a broadening out of the rally, tech rallies in 2023, as well as VIX movements.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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10:40
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JUN 8, 2023
08/06/23 - US Markets Wrap: Large caps have gotten a little bit ahead of themselves in the US, says Andrew Krei from Crescent Grove Advisors
Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors weighs in on the upcoming Fed meeting and momentum of tech stocks and how much potential issuance of bonds from the Treasury will drain away from other parts of the market.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:24
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JUN 7, 2023
07/06/23 - US Markets Wrap: How are markets faring compared with the 2008 global financial crisis?
Tim Murray, Capital Market Strategist & Vice President at T Rowe Price Associates shares an outlook on the US economy ahead of the upcoming FOMC meeting and potential opportunities that investors can look out for.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:54
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JUN 6, 2023
06/06/23 - US Markets Wrap: US at risk of a potential recession, perhaps later this year into next, says Schultze Asset Management's George Schultze
George Schultze, Founder & Managing Member at Schultze Asset Management weighs in on the S&P 500 movement, markets reaction post debt-ceiling deal, trends in the AI space amid a top-heavy market and the worries top of investors minds right now.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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09:00
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JUN 1, 2023
01/06/23 - US Markets Wrap: MarketGauge Group's Michele Schneider says that there's a real disparity between what the market internals are saying
Michele Schneider, Chief Strategist, MarketGauge Group weighs in on the overnight slump across the board on the benchmarks and where the momentum is heading. She also provides a deeper analysis on the AI bandwagon, oil prices and opportunities that she's looking out for in the days ahead.
Presented by: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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11:51
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